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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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Newsletters

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

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