Mission Statement
At The PM Group South Carolina, we have the client—and only the client—in mind.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
Supporting Families Through Every Stage
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
A Forward-Thinking Approach to Your Wealth
We believe in thinking “out of the box,” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
How We Support Your Financial Goals
Our team of financial professionals can help you address:
- Investing Principles and Strategies
- Retirement Investing and Distribution Strategies
- Estate Conservation Issues
- Risk Management
Answers to Your Financial Questions
We can also answer your questions, including:
- Can I Retire Early?
- Are My Investments Working Hard Enough?
- What’s the Best Approach for College Savings?
- What Are the Elements of a Sound Estate Strategy?
- Do I Have Enough Life Insurance for My Family?
Our Team Members
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