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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.
Building on momentum from the previous month,
April continued to bring relief from the heightened volatility experienced earlier in the year. U.S. stocks continued their rebound, with small caps outpacing
mid and large caps by a small margin.
Puerto Rico recently defaulted on $422 million of debt backed by the Government Development Bank.
Jim Baird, PMFA Chief Investment Officer discuss highlights from the firm's April Market Perspectives.
March brought relief from the relatively high
level of volatility that characterized market activity through the first
half of Q1. U.S. stocks responded positively, with mid-caps leading the
way, followed closely by small caps and large caps.