Personal Financial Services
I will work with you to analyze your financial situation and develop strategies to help fulfill your goals. I can use a broad range of tools from basic financial proposals to complex analyses.
There are a number of products appropriate at different stages in your life. PMZ Associates can help you understand the differences, determine what is appropriate for you and your family and find a match that will suit your needs cost effectively.
As your family grows, as your earning potential increases and as your life style changes your personal financial portfolio will change as well. PMZ Associates specialize in:
- Life Insurance strategies
- Disability and Long Term care Insurance
- Retirement Planning
- Investment strategies*
- Special Needs Planning
- College Planning
- Estate Planning