Comprehensive Financial Planning
We complete a comprehensive analysis and implement a Comprehensive Financial Plan
utilizing state-of-the-art technology. A written strategic financial plan is presented
to you with a detailed explanation of the problems and the rationale for the solutions
we are presenting.
Asset Protection Planning*
We provide the highly-specialized Asset Protection Planning that medical professionals
are in particular need of. Assuring financial goals requires nothing less.
The benefits you provide to yourself and your employees are an important supplement
to a total compensation package.
Along with retirement, saving for your children's higher education may likely
be one of your most important investment objectives. We can help you evaluate
a variety of college investment options, and explore opportunities for education
We work with our clients to organize their wills, consider trusts and analyze
other estate matters to reflect personal wishes in a way that minimizeds potential
Investment Management & Planning
At PWMG, our professionals manage all of the day-to-day details of your Investment Management
and Planning. Our professional team is available for discussions, to assist you
with decisions affecting your future.
We offer all forms of individual and employer based retirement plans.
*Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.