Other Services
What other services are available at PMG Wealth Management, that weren’t previously mentioned?
Other areas we welcome the opportunity to assist with:
- College savings and 529 plans
- 401(k) reviews
- IRA Rollover support (over 25% of PMG clients began here)
- Financial Planning
- Mutual fund reviews
- PMG’s Money Coach Program™ - A consultative financial program designed for new graduates and those just starting out.
- PMG’s Phoenix Retirement Builder Program™ - Do you feel behind in saving for retirement? This can help you rise above and get back on track.
- PMG’s Phoenix Retirement Builder Program™ designed for small business employee education- Help your employees rise from the ashes.
- Hourly consulting available
- Providing local professional referrals