Before you can pursue your goals, you have to have a plan that incorporates all elements of your financial picture, from your savings to your estate. We work with you to create a customized strategy tailored to your needs. We believe our commitment to our clients sets us apart from other firms. Beyond helping you create your own financial roadmap, we serve you for the long-term, managing your investments and providing support.
Knowledge is key for understanding your strategies and feeling confident in your decision making. Beyond offering financial services, we offer easy-to-understand education, including community classes on retirement. Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support and education, may help make the road ahead less strenuous.
Knowledge is key for understanding your strategies and feeling confident in your decision making. Beyond offering financial services, we offer easy-to-understand education, including community classes on retirement. Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support and education, may help make the road ahead less strenuous.
Services
We are PMG, a financial planning and wealth management firm in Montgomery, Alabama. Fred Middleton, the president of the company, has more than 20 years of experience in working with individuals. The firm was founded in order to serve our community and the many people preparing for and living in retirement.
At PMG, we leverage our experience and knowledge to help clients pursue their financial and retirement goals. For more than 18 years, firm founder Fred Middleton has been working for each of his clients. His mission is to educate and motivate clients to take action with their financial lives and pursue their greatest goals.
While we work with clients in all stages of life, many are planning for retirement or are already retired. We forgo model portfolios and instead build a customized and diversified portfolio that complements your other planning concerns. Rather than chase the markets, rely on past performance, or fall prey to short-lived investment fads, we instead focus on a long-term approach that emphasizes diversification.
At PMG, we believe there are several reasons why our firm stands out from others and they all boil down to a deep commitment to our clients. Is your advisor working for you or a product carrier? As an independent firm, we work for you and are solely focused on addressing your financial objectives. We have access to a wide range of services and products.
Transparency is key in every client-advisor relationship. During this initial meeting, we explain the services we offer, how we work, the fees we charge, and how the financial planning process works, and an estimated timeline. This step is intended to help you get a better idea of what you can expect when working with us and what you will receive.
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