Financial Planning

HOME > Financial Planning

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



  • market volatility webinar

    Market Volatility

    In this webinar we discuss strategies for riding the waves of market volatility. As Warren Buffet has said “The market is the most efficient mechanism anywhere in the world for transferring wealth from impatient people to patient people.”

    Read More
  • Charitable Giving

    Charitable Giving

    In this webinar we discuss gifting to public charities, donor advised funds, and 501(c)(3) organizations and different strategies for each.

    Read More
  • Where to stash cash

    Where to Stash Your Cash

    In this webinar we discuss how much to have in your emergency fund, and where to invest it with easy liquidity and interest rates in mind.

    Read More

Please review Important Disclosure Information set forth in the disclaimer section of this web site.