PM Financial

EXCEPTIONAL SERVICE FOCUSED ON YOUR SUCCESS

PM Financial, Inc. was founded in 2002 by S. Kent Porter and Val Madia.  Kent and Val have combined each of their 30+ years of experience to provide quality planning and investment services for their clients. 
 
PM Financial, Inc. is committed to assisting our clients in their journey to achieving long term financial success.  Our individualized approach allows us to spend time acquainting ourselves with each client’s personal situation and their long term objectives.  Each client’s program is unique to them and is designed to help grow and conserve their wealth by providing extensive personalized service.  We have established a solid reputation of trust and candor with our clients.
 
At PM Financial, we hire and train employees knowledgeable and competent in the industry.  Our administrative staff has over 30 years of combined experience.
 
Thank you for visiting our site.
Kent & Val
Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Disability Income Insurance

How much Disability Income Insurance do you need?

Savings Accumulation

Estimate the future value of your current savings.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Newsletters

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

Giving the Gift of Knowledge

A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

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