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Scottsdale, AZ 85260

PM Group Financial Services, PLLC

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Coaches A Fruitful Retirement: Your Social Security Benefit Let's Chat From Boats to Brokers

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—Ronald can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.

Helpful Content

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

 

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Building Your Legacy

A four-step framework for building a personal legacy.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

A Fruitful Retirement: Your Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

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