Before you can pursue your goals, you have to have a plan that incorporates all elements of your financial picture, from your savings to your estate. We work with you to create a customized strategy tailored to your needs.Learn More
We believe our commitment to our clients sets us apart from other firms. Beyond helping you create your own financial roadmap, we serve you for the long-term, managing your investments and providing support.Learn More
Knowledge is key for understanding your strategies and feeling confident in your decision making. Beyond offering financial services, we offer easy-to-understand education, including community classes on retirement.Learn More
Comprehensive Planning, Wealth Management
and Financial Education
Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support and education, may help make the road ahead less strenuous.
At PMG, we understand the many concerns individuals and families face as they prepare for retirement, whether that is just around the corner or several years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.
Retirement is a significant milestone in life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Based in Montgomery, Alabama, we enjoy serving our local community and the greater southeast area.
Have questions about financial planning, asset allocation, taxes, or other financial concerns? Contact us for a complimentary consultation to discuss your personal path toward retirement.
Interest Rates: How Low Can They Go?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Learn when it may not make sense to file a claim on your home insurance.
This worksheet can help you estimate the costs of a four-year college program.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
When to start? Should I continue to work? How can I maximize my benefit?
It sounds simple, but paying yourself first can really pay off.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
What are your options for investing in emerging markets?
What does your home really cost?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Agent Jane Bond is on the case, cracking the code on bonds.
Have you explored all your options when it comes to managing your taxable income?