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.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Apps that help small business owners better manage and grow their business.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Tips on insuring your teen driver.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The importance of life insurance, how it works, and how much coverage you need.
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
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The market is as unpredictable as the weather. We’d love to help you prepare.
What is your plan for health care during retirement?
There are hundreds of ETFs available. Should you invest in them?
You’ve made investments your whole life. Work with us to help make the most of them.