Our Services
Investments
Managed Accounts
Individual Stocks and Bonds
ETF's and Mutual Funds
Traditional IRA
Roth IRA
SEP IRA
Brokerage Accounts
Annuities
College Saving Plans (529)
Financial Planning
Qualified Retirement Plans
(Pensions, 401(k), SIMPLE IRA, etc.)
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Insurance
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
Medicare Supplement Insurance
Group Insurance
(Health, Life, Disability, LTC, etc.)
Our Services
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
team@pwealthmgmt.com | 817-637-8121