If you’re looking for a financial advisor, you won’t have trouble finding one. There are plenty out there who will happily invest your money in a cookie-cutter portfolio for a hefty commission.
The hard part isn’t finding a financial advisor. It’s finding the right one.
Is PCMG the right choice for you? That depends. Are you looking for a firm who will take a holistic approach to your financial needs? Do you value straight talk backed up by knowledge, experience, and strategy? Do you want to work with financial experts who are not only committed to doing the right thing, but who also know the right thing to do?
If you answered “yes” to those questions, there’s a good chance we’re for you. And if you choose to hire PCMG, you can depend on us to:
Be a single point of contact. As a fully integrated financial firm, PCMG is a one-stop-shop for all of your financial needs. From retirement and wealth planning to accounting, mortgage, and insurance, we have experts on staff ready to serve and protect every aspect of your financial life.
Create a flexible framework for your financial success. We’ll identify your financial needs and challenges, and use them to map out meaningful goals. We’ll identify your risk profile, look for untapped opportunities, and work side-by-side with you toward new levels of financial growth. And when your life circumstances change, we’ll change with them.
Keep your personal information safe. Since we’re a fully integrated financial services firm, you can make financial moves—like refinancing your home, or changing an insurance policy—while keeping the transfer of your personal information to a minimum. And the less distance your data travels, the safer it stays.
Help you realize your dreams. Our job isn’t simply to help you make smart financial decisions (although that’s a big part of it). We are ultimately here to develop and work a plan that puts you in the best possible position to achieve your most ambitious dreams. It’s a huge responsibility, and we take it very seriously.
Be here for you. Literally. We are a hometown financial firm that’s here to serve you no matter where you call home. We make a point of being accessible to our clients whenever they need us. You’ll never have trouble getting in touch with us, and you can always count on us to get your back.