Retirement Services

We understand the pressures and stresses of looking into the future.

“Do we have enough?”  “When will I finally be able to retire?”  “What’s our number?”  “How do the recent foreign events affect me?” 

These questions can seem overbearing for those trying to figure it all out on their own. We are here to make sure that you don’t have to feel so alone.

Our Approach

At PFM, we make sure to treat everyone like family, building trusting, lasting relationships to help guide you to a more secure financial future.  We know that there is much more to financial planning than numbers, and our goal is to make sure you never feel like a transaction.  Our emphasis on personal touch and customer care can be seen though our frequent communication, round-the-clock customer service and availability, and honest and unbiased advice.

We are proud to offer unique plans based on your goals, lifestyle, dreams, and current position. Our plans are all individually tailored to meet the diverse needs of our clients, and our conservative approach and faith-based ethics have led to consistent, effective results as well as a trusted and respected name in and beyond our community.

Furthermore, with over 24 years of experience in the financial industry, our knowledge and expertise has helped us build a reputation as one of the top conservative money firms in the United States. We are committed to maintaining that position and we work hard to stay at the forefront of any changes in laws, policies, or current events that will have an impact on the financial landscape so we can best serve our customers.  We take great pride in this responsibility, and if you join the PFM family, here are some of the steps we will take to serve you:

  1. Getting to Know Each Other
    We start by getting acquainted and discussing expectations. This process helps to determine if we are a good fit for each other.
  2. Determining Your Objective and Values
    Your situation is unique.  Since retirement planning isn’t simply about numbers, we thoroughly review your entire financial estate planning situation and ask thought provoking questions to help us know you better.
  3. Comparing Solutions and Strategies
    The correct financial decisions are based on your specific needs and goals. We assess the facts together and discuss possible solutions. As a team, we take action when and where it makes sense to do so according to your goals and situation.
  4. Growing Our Relationship
    Life can change quickly. When it does, we have found that our commitment to stay up to date with your situation through ongoing contact sets us apart.  We keep in touch through phone calls, email, our website, client events, and face to face visits, making sure that you always feel welcome and like a part of the family.  We have never been criticized for not staying in touch.