Financial Planning

As an independent investment advisor and Certified Financial Planner™, clients can benefit from Financial Planning in its purest form at PMG Wealth Management.  There are no conflicts of interest or restrictions on advice that are present with some larger banks and brokerage companies.

Phil has the experience to help with all areas of Financial Planning from a single issue to the multiple, comprehensive strategy.  We work with individuals and families dealing with their own personal situations to business owners and employee benefits managers who appreciate the need to educate their employees. 

With PMG Wealth Management, clients have the ability to utilize our Financial Planning services on a flat fee or hourly consulting agreement.  Financial Planning is a separate service from Investment Management with PMG Wealth Management.  If you’re in need of more sophisticated financial planning or advice we can help.