At PMG, we believe there are several reasons why our firm stands out from others and they all boil down to a deep commitment to our clients. Working with us, we believe clients benefit from:
Is your advisor working for you or a product carrier? As an independent firm, we work for you and are solely focused on addressing your financial objectives. We have access to a wide range of services and products. Without any conflicts of interest, we have the freedom to tailor each service to your needs, providing unbiased advice and objective recommendations.
We are passionate about educating and motivating clients to take control of their finances and pursue their goals. We provide ongoing guidance regarding your financial plan, quarterly review meetings, and frequent communication. We believe that by offering you insight into your plan and helping you understand your investments, you can feel more confident in your financial decision making and have more clarity regarding your future.
Education & Events
Beyond offering clients guidance and support regarding their personal financial strategies, we also teach courses in our community throughout the year. These courses, which take place a local university, cover the many elements of retirement planning, whether you are years away from retiring or are already enjoying your golden years.