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

Credit Card Debt

How Long Will It Take to Pay my Balance?

Life Expectancy

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

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators →

Newsletters

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

More Newsletters →