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Professional Financial Management
  • Home
  • About Us
    • Our Team
    • The CFP® Difference
    • The CFA® Difference
  • Services
    • Financial Planning
    • Investment Management
  • Contact Us

Services

Whether you are just starting out, raising a family, or nearing retirement, making financial decisions can sometimes feel complicated and uncertain.  No matter your stage of life, let our team of professionals create a plan to give you the peace of mind knowing that you are in control of your financial future.

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Just Starting Out
We welcome young adults as they enter the workforce and transition to independent living.  PFM can provide valuable insight on personal finance such as evaluating employer benefits, managing debt and using credit responsibly.  We will help you set savings and budgeting goals.
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Family Time
We know it can be difficult to save while raising a family.  Running a household and taking care of children can be time consuming and expensive.  Many families want to make the most of their time together while their children are young and often put off saving for retirement. PFM can help you consider the trade-offs needed to balance "living for today" with saving for tomorrow.
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Empty Nest
Just as your family picture changes, your financial picture changes as well.  Launching your children into the world can be a very gratifying experience.  You may want to fund your children's college education, help with wedding expenses, or enjoy activities with your grandchildren.  Through careful planning, you can strike a balance between gifting to your family and saving for your future.
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Countdown to Retirement
 Now is the time to solidify your retirement goals.  Without a plan, many soon-to-be retirees are uncertain about the financial choices they will need to make.  What living expenses do you foresee?  Can you afford additional travel?  When should you start Social Security?  Let PFM provide you with the guidance, perspective and organization to help you make wise decisions that will affect your retirement.
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The Golden Years
One of the biggest adjustments retirees face is no longer collecting a paycheck.  With diligent planning from PFM, you should find comfort in knowing you have a strategy to convert what you have accumulated into a monthly income.  As you transition out of the workplace, we assist with your 401(k) and pension rollovers. Along the way, we also consider the impact of taxes, plan for RMDs, and document your wishes to ensure your estate passes as you desire.
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The Future Is Yours
Once you are retired, it’s important that you can stay retired.  Do you know how much you can withdraw from your retirement savings and still have it last throughout your lifetime?  Can your portfolio weather severe market downturns over the next 10, 20 or 30 years?  As you age, your needs and wishes may change.  During our meetings, we not only talk dollars and cents, but also discuss plans for independent living and setting new personal goals.

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200 West Elm Drive, Suite B
Little Chute, WI  54140
Phone (920) 687-2600
Fax (920) 687-9163

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Photos used under Creative Commons from Masa__Israel, vastateparksstaff, bsabarnowl, romanboed, Camera Eye Photography, USFS Region 10
  • Home
  • About Us
    • Our Team
    • The CFP® Difference
    • The CFA® Difference
  • Services
    • Financial Planning
    • Investment Management
  • Contact Us