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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

Stalking the Mighty Consumer

Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

Looking for an End to the IPO Drought

Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

More Newsletters →