Financial Planning

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What We Do

Financial Planning

Financial planning is more in-depth than just a portfolio and a retirement strategy. At PCM, we take into account the many life changes that often occur for clients as life evolves. We look at financial planning through a wider scope and develop strategies designed to keep our clients comfortable in the present, while helping them reach their near- and long-term goals

Our financial planning services include:

  • Cash flow projections and liquidity analysis
  • Developing budget and lifestyle spending guidelines
  • Social Security benefits analysis
  • Evaluation/restructuring of insurance coverage for disability, long-term care and/or the need for additional life insurance
  • Employee pension/benefits analysis
  • Retirement planning projections
  • Financing options for large "big-ticket" items
  • Tax planning analysis for maximization of deductions

NEWS & BLOG

FROM THE BLOG

  • Creating win-wins in life can make your day!

    Last week I flew out to the West Coast for a business trip. My first stop was in Los Angeles and then I traveled on down to my conference at […]

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  • January 2017 PCM Newsletter

    Surprise! Who would have thought that the election of our new President would have such a dramatic impact on the markets, 60 days before the inauguration? Media and investors alike […]

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  • Irvin’s Ireland Lottery Interview

    I received a call from Emma Cawley, a radio producer from Newstalk Radio Ireland, based out of Dublin. Emma had previously seen one of my articles on Sudden Wealth Syndrome […]

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