Broker Check
Your Needs, Personalized Service, Ongoing Education, The Facts About Income Tax

Planning

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

Management

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

Guidance

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.

Helpful Content

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

 

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Debt Stress

There’s a link between debt and stress.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

View all articles arrow

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

View all videos arrow