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



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