PMG Planning, Inc. - About Our Financial Planning Firm

About Us

Confident Retirements and Lasting Legacies

Rooted in Auburn and Montgomery, Alabama, our mission is to make sure you feel confident as you approach retirement and beyond. For over 20 years, we’ve been guiding our community with clear, easy-to-understand financial advice, focusing on what matters most to you. We’re here to protect, support, and help you build the retirement and legacy you envision, every step of the way.

We Make Wealth Management Simple

At PMG Planning, we take the complexity out of managing wealth. We take the time to explain your options in clear, relatable terms, so you feel confident about your financial decisions. Our priority is to make managing your wealth feel easier, so you can focus on enjoying life.

Simplify Finances With Informed Decisions

Understanding your finances doesn’t have to be overwhelming. Through engaging community seminars and personalized guidance for our clients, we break down complex topics, guiding you to make confident, informed decisions. From tax strategies to retirement planning, we’re here to turn financial education into a tool for building the future you want.

PMG Planning’s Core Values

Our values are rooted in bringing clarity to your financial decisions, offering compassionate guidance, so you can confidently pursue your goals.

Plan Across Generations

Our team works with existing clients to create a plan that maintains their legacy as intended. With this long-term perspective, you can enjoy your life knowing you have a plan that can last for generations.

Prioritize Client Education

We’re here to help you understand the ins and outs of your wealth. With education, you can make more informed decisions and be confident that you’re on the right path to the retirement and legacy you desire.

Bring Order to Your Assets

Clients often bring us pieces of their wealth picture without knowing how they fit together. We take the time to organize and put them together with a thorough process that creates clarity as you pursue your goals.

Implement Tax Knowledge

Taxes are some of your biggest expenses in life. Our team understands tax implications, helping you be as efficient as possible when it comes to paying less and getting more money back in your pocket.

Make Taxes Work for You

Taxes are one of the biggest expenses in life, but with the right strategies, they don’t have to take more than their share. With our tax background, we help you make smarter decisions that keep more money in your pocket to enjoy now or put toward building your future.

Keep More of Your Hard-Earned Money

Are you overpaying in taxes? Don’t let unnecessary taxes hold you back—discover if you can keep more of your money working toward your future. Schedule a consultation for a tax-smart plan today.

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Partnering with Cetera to Elevate Financial Services

Our values are rooted in bringing clarity to your financial decisions, offering compassionate guidance, so you can confidently pursue your goals.

Advanced Planning Team

We leverage the expert legal and financial services of Cetera's Advanced Planning Team, our trusted resource partner, to provide you with exceptional guidance.

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Investment Management Team

Cetera's Investment Team offers unbiased research and expert guidance, helping us create a customized investment plan tailored to your needs.

Meet The Investment Team

Financial Plan Design Team

With over 100 years of combined experience, Cetera’s Financial Plan Design Team serves as an invaluable resource for comprehensive financial planning.

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Working Together With

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Who We Work With

We work with individuals, families, and business owners, tailoring strategies to meet your unique goals and life circumstances.

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Our Approach

Our personalized, relationship-driven process starts with understanding your values and goals to build a plan that grows with you.

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Our Team

Meet the dedicated professionals who combine knowledge, care, and experience to guide you through every stage of your financial journey.

Meet the Advisors