Our Services

Financial Planning: Our advisors work with you to ensure that you are provided with professional guidance and resources to meet your short and long-term financial goals. We carefully evaluate your current financial situation to provide you with a full range of services to meet your unique needs, whether it is for helping you to grow your assets, creating strategies to protect and preserve, or implementing a plan for distributing assets in retirement and in your lifetime or for your legacy.

Education Planning: Planning for education is a big part of the financial planning. Tuition costs are increasing over 6% annually nationwide each year and it is important to plan early and implement a sound educational strategy. We help you to determine cost of tuition in future dollars for instate and out of state expenses, the amount you’ll need to save to arrive at a particular goal and discuss different alternatives that can be implemented. We are here to answer any questions you may have regarding what steps you should take to better plan for this long meaningful journey.

Insurance Planning: Whether you are protecting your loved ones or growing your assets, insurance planning should be a critical component of your financial planning. P.I.M Capital is here to help. Our goal is to craft an insurance plan for you to reduce your risk exposure for unexpected.

Retirement Planning: Everyone deserves a good retirement. We want to ensure that you are well prepared when the time comes for you to enjoy your retirement life. With P.I.M. Capital customized retirement planning portfolios, we can help you get closer to your dream retirement.

Portfolio Management: By understanding your specific goals, time frame, and risk tolerance, we will guide you with the robust, analytical process we have in place. Our process allows us to have complete control of our investment selections, models and overall investment strategies. We regularly review our client’ holdings and asset allocation, economic analysis, market conditions, and other areas relevant to the investment process.