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

  • Webinar about Secure Act 2.0

    Secure Act 2.0 Webinar

    Secure Act 2.0 includes changes to Required Minimum Distributions (RMDs), Roth IRAs, Catch-Up Contributions and other provisions for retirement accounts. In this webinar we discuss some of these important changes that were passed into law in December of 2022. 

    Read More
  • HSA webinar 2023

    Health Savings Accounts Webinar

    In this webinar we discuss Health Savings Accounts (HSAs) and the reasons why we call these accounts Hidden Wealth Builders.

    Read More
  • Cybersecurity webinar

    CyberSecurity: Protect Yourself

    CyberSecurity – In this webinar we discuss scams and frauds to watch out for, and ways to protect yourself from cyber threats.

    Read More


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