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

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Taxable Equivalent Yield

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Newsletters

Investor Emotions and Where to Find Them

Anyone who has watched the stock market for any length of time knows it is subject to two key investor emotions: greed and fear.

Save the Date

There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

How Health-Care Expenses Could Affect Your Retirement Lifestyle

Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?

More Newsletters →