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Financial Planning

Financial Planning for Your Unique Needs.

Embracing the concept of financial life planning, we advocate for intelligent financial decision-making. Our approach is creative and comprehensive, centering on your distinct needs rather than adopting a one-size-fits-all strategy.

Investment Management

The fundamental tenet of Investment Management revolves around identifying opportunities while concurrently mitigating risks. Patrio McKenzie, the founder of the company, has been actively assisting clients in retirement planning since 2006. His extensive experience navigating diverse market cycles and economic fluctuations has equipped him with valuable insights. McKenzie advocates the crucial principle of harmonizing one's intentions with actions and underscores that maintaining a steadfast, disciplined approach to money management is paramount for achieving and enduring success in the long term.

Insurance Planning

Risk Management

Finding the right life insurance products can be challenging in today’s insurance environment. PM Financial Group offers a complete line of individual life insurance products that are crafted to meet you and your family's specific needs. We work with several different top-rated insurance companies, and we will place your account with the company that will provide you with the coverage and benefits you want.

We can help you make sound, informed decisions about issues affecting your life insurance needs. Our philosophy is to fully understand your objectives and then translate them into solutions that provide assurance and peace-of-mind.

For more information, you can read our Life Insurance FAQs.

Our life insurance products include:

Estate Planning

At Proper Money Management, we encourage your estate plan be reviewed to protect the total value of your estate and to preserve as much of your wealth as possible for your loved ones.

Your estate plan is very important. Dying without an intentional estate plan means your assets will be distributed according to the probate laws in your state. We help by referring you to one of our partner estate planning attorneys to review your circumstances and make recommendations on how to ensure your final requests are met.

Income and estate planning techniques can also preserve capital and respect your charitable giving wishes with family foundations or charitable lead and remainder trusts.

Transferring assets to heirs takes thoughtful planning and legal professional assistance; we can guide you in the right direction to make sure your estate plan is sound.

*Estate planning is related to avoiding probate costs; your personal estate situation may need an attorney and therefore should seek consultative advice from your legal professional before making decisions.
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