PMG Planning, Inc.

Our Financial Team

The Dedicated PMG Professionals

More than two decades ago, Fred Middleton founded PMG Planning, Inc. with a vision to serve the community’s retirement planning, investment and tax needs. Today, our dedicated team carries on that mission, providing personalized financial guidance rooted in care, knowledge, and dependable solutions. Together, we’re committed to helping you achieve your goals at every stage of life.

Fred Middleton, CFP®

CEO

(334) 481-1222

Fred@thepmg.net

As a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional with more than 15 years of experience, Fred Middleton specializes in offering comprehensive financial planning to clients.

Jan McDougald

Director of Client Services

(334) 481-1222

jan@thepmg.net

Jan McDougald is the Director of Client Services, ensuring the firm’s operations run smoothly on a day-to-day basis and handling all client requests.

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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.

See What To Expect

Contact Us

Reach out to our team for personalized financial guidance. We’re here to help you simplify wealth and achieve your goals.

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