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3170 Parliament Circle, Montgomery, AL 36116

334-481-1222
fred@pmgplanning.com
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Dream Big—We’ll Help You Get There

With tax-smart strategies, a multigenerational mindset, and easy-to-follow guidance, we simplify your wealth at every life stage.

Plan Your Retirement With Confidence

Plan Your Retirement With Confidence

We’re an independent, financial planning firm in Auburn, Alabama, helping people simplify their finances for retirement and beyond. Our advisors are dedicated to protecting, nurturing, and guiding you and your assets. We provide financial, investment, and tax-smart solutions to help you approach and enjoy retirement with confidence.

Make Financial Decisions With Clarity

Make Financial Decisions With Clarity

We believe understanding your finances is empowering. That’s why we prioritize education, helping you make confident decisions about your wealth. With tax-efficient strategies and a focus on building a lasting legacy, we create clear plans that support your goals today, through retirement, and for generations to come.

Solutions Built Around You

We focus on what makes you unique, simplifying your financial life with strategies tailored to your goals. From tax-smart planning to legacy building, we guide your wealth with clarity and care.

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Clients We Serve

Approaching Retirement & Retirement

Preparing for retirement brings excitement and uncertainty. We help simplify decisions, organize your finances, and create strategies so you can enjoy this next chapter with confidence.

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Career Professionals

Stay focused on your career while we help you build wealth for milestones like a dream home, family goals, or early retirement. Feel confident knowing your future plans are within reach.

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Business Owners

Turn your hard work into lasting financial confidence. We can help you develop a plan to help protect and manage your wealth while you focus on growing your business and enjoying life.

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Educators & Admins

Make the most of your university or employer retirement benefits. We specialize in optimizing your plans and creating strategies to support a fulfilling and confidence financial future.

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Are You Prepared for Retirement?

Contact Us Today

Your retirement dreams shouldn’t feel out of reach. Let’s work together to create a plan that makes them possible.

Resources to Support Your Financial Goals

Explore financial resources designed to help you make informed decisions, simplify your wealth management, and stay on track toward your goals with confidence.

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?
Key Money Moments: 4 Times You Should Talk to a Pro

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

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