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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.

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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.

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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.

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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

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

The Fed and How It Got That Way

The Fed and How It Got That Way

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

 

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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How Compound Interest Works

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

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Managing Your Lifestyle

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

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

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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