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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 discusses highlights from the firm's May Market Perspectives.
The final report on Q4 GDP suggests the economy grew at a 2.2% annualized rate, a slowdown from the robust pace of growth in the previous two quarters. Looking ahead, recent data has generally come in softer than expected, which has resulted in downward revisions of first-quarter growth estimates
January was a challenging month for domestic equities, with all major indices losing ground. Mid caps fared the best of the group, while small caps experienced the biggest decline.
Jim Baird, PMFA Chief Investment Officer discusses highlights from the firm's January Market Perspectives.