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Fully invested in your success—today and always—with a holistic, coordinated and collaborative approach.
Determine if current policies contribute to financial goals. Maximize this asset as it pertains to taxes, your estate plan and portfolio returns.
Serve as trustee or trustee’s agent to ensure your wishes are carried out.
Conduct independent economic and market research to identify opportunities, risks and solutions.
Construct a strategy to maximize after-tax dollars while working on family goals. Comply with filing requirements.
Develop an investment strategy based on your personal balance sheet. Monitor results and adherence to the strategy based on our proven process.
Create a legacy plan to benefit your family, charitable interest or business.
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A nurturing process to realize growth and expand financial security at each step of your life cycle.
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A powerful, personal CFO model that puts your goals first and builds financial fitness.
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No proprietary products, no pitches, no sales commissons, just the freedom to go where smart money should and advice to guide wise decisions.
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Being bulletproof is the ability to achieve financial independence, have enough assets to live comfortably in retirement, and provide for your heirs. The road to achieving this starts with your personal balance sheet.
Jim Baird, PMFA Chief Investment Officer discuss highlights from the firm's December Market Perspectives.
While market expectations suggested the Fed would hold
off on raising rates, markets still reacted with a bout of heightened
Global equity markets experienced a selloff in August, driven primarily by concerns about the Chinese economy and the timing of the anticipated interest rate hike by the Federal Reserve.
Congratulations to Susan Shoemaker, a partner in Plante Moran Financial Advisors’ Institutional Investment Consulting practice, on her nomination to the National Association of Plan Advisors’ 2015 list of the nation’s top women financial advisors.