We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
PMG Insurance & Financial Services is dedicated to preserving and protecting our clients' financial well being through customized insurance & financial products as well as helping our clients plan for retirement with confidence and certainty. We service both the Individual and Small Business Marketplace. For Individuals and Families we are here to help in each of the Financial Life Phases. We specialize in helping clients meet needs with Insurance Protection such as Health, Life, Disability or Long Term Care Insurance. We also have a Representative Advisor that provides services for planning for Retirement, IRA Rollovers, College Funding and establish Estate plans. For small businesses, PMG is available to develop complete employee benefit packages for Employers that include Medical, Dental, Life, Disability and Retirement Benefits such as Simple & SEP IRA's as well as 401k plans.
Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."