PM Financial offers the following services:
 
 
General Securities Broker Dealer
   Securities offered through Sigma Financial Corporation, member FINRA/SIPC
·       Mutual funds, stocks, and bonds
·       Variable annuities
·       401k rollovers
·       IRA /403b accounts
·       Business retirement plans
·       Quarterly performance analysis
·       Cash flow/net worth analysis
·       Wealth accumulation/distribution planning
 
 
Investment Advisor Services
    Offered through Sigma Planning Corporation, a registered investment advisor
·       Fee-based accounts
·       Separately Managed Accounts
·       Mutual fund wrap programs
·       Institutional money manager search/selection
 
 
Insurance
   Offered through various companies
·       Fixed Annuities
·       Equity-Indexed Annuities
·       Life
·       Long-Term Care
·       Disability
·       Estate Planning