PM Group Of Virginia

read moreOur personal goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families. As a member of the community for several years, We take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.

read moreAt The PM Group South Carolina, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.

read moreBusiness Start Up -Our business start-up services include assisting in feasibility studies, business plan development, regulatory issues, facility and equipment planning, HR, computer systems, policies and procedure development, organizational structure, tax planning and bookkeeping assistance. Business Valuations -Our firm provides cost-effective business valuation services, quickly and efficiently. Financial Statements -Our firm prepares professional financial statements, as well as tailor-made financial analysis that can help business owners and managers eliminate inefficiency and realize a maximum profit potential.

read moreWe believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

read moreInsurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

read moreEffective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

read moreClick on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

read moreUnderstanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.