The PMC Finance Advantage
Building Real Wealth For the 99%
Do you have a retirement fund, investments or other nest egg, but are concerned that your tax liability will eat your gains when you retire? Most Americans have assets they plan to use for retirement: a 401K, personal property, a Roth IRA.
Each asset class comes with it’s own associated financial risk: predatory creditors, unscrupulous investment advisors, taxes, and even your own spending habits! Real wealth building is about balancing your needs, wants and investments so they provide you a return that provides you the resources to live well throughout your life.
We provide the benefits of legal counsel, accounting services, tax expertise, and investing from a team aligned for your success.
With our wealth building strategies you’ll be able to:
Get out of debt
You can leverage funds to pay debt and grow investments at the same time. Here’s how…
Stop tax growth on qualified plans
With the right investment strategy you can grow wealth while freezing the tax implications for yourself and your heirs.
Create alternatives to qualified retirement accounts
With the right approach to retirement you can grow funds and avoid the tax implications of traditional 401k and Roth IRA accounts.
Gain the freedom to invest the way you want
Investment Grade Insurance Contracts (IGIC™) open the door for the 99% to grow and pass on wealth, just like the 1%. Take a new path with money.
Let us help secure your financial future
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Wealth & Tax Free Financial Solutions
What We Do
We protect your money using the same tax and wealth strategies as the 1%, but made available to you, the 99%.
How do we do it? Not by hunting for obscure deductions or by taking a chance on risky investments. Building real wealth is about aligning your professional, personal and financial life to meet your obligations and to secure your future through the right investment strategies.
Wealth Focused Financial Solutions
Asset Protection
Your assets should remain yours. Protecting your business venture, money and investments starts with creating the right type of entity and founding it in the right state. Based on your personal profile and objectives, we guide you through the steps to reduce your personal liability for business debt and taxation.
Entrepreneurs are often willing to risk everything – their homes, their retirements and even their personal life to get their business off the ground, but it doesn’t have to be so. While you might be willing to take that risk, you don’t need to play a wild card by launching business that doesn’t also have the right liability shield and asset protection built in.
Your asset protection plan starts with:
The Fortune Freedom Program
Freeze tax liability with a Fortune Freedom Investment Rollover. This strategy does two things: provides access to capital for business or personal needs and provides a guaranteed competitive rate of growth, substantially increasing the value of your estate at death 100% tax free.
Investment Grade Insurance Contract
What if your life insurance did more for you than provide a guaranteed payout? All investment programs put the money you pay into investment portfolios, but in most, they keep gains above the value of your policy. Investment Grade insurance programs give you access to the market, and to tax free draw on funds as your account grows.
Eliminate Tax, Increase Value
I’d Like to Learn More About…
Installment Sale Trust
Asset Protection
Tax Mitigation
Estate Planning
DebtMitigation
From Our Founder
Tax Strategy
Tax code feels like an unsolvable puzzle to the layperson, but to our team of professionals who understand law, the choices you make today determine what you will pay at retirement and beyond.
A tax professional or accounting service is likely to have a piece of the puzzle, but they can only advise you based on the regulations in their state.
EXPLORE YOUR OPTIONS
Whether you’ve got a large portfolio that you are looking to reposition, or there is an immediate opportunity to invest funds, our team is here to help. Our consultative approach will walk you through all of your options to find the approach that is best for you. Reach out today and see the PMC Finance difference for yourself.
Estate Planning
Maintain or increase your current lifestyle, protect your assets and secure the future for yourself and your heirs with a range of estate planning options tailored to your circumstances and objectives. Attain the means to live your life on your own terms.
Raise Capital
Businesses that are ready for growth often begin a round of capital raising without recognizing the tax and liability consequences of a misstep in this highly regulated area of business. Should that hinder your ability to access funds and grow? Not with support from the right team. You can raise capital the right way, given the right support along the way.
Seminars and Events
Tax and wealth generation is a moving target. As regulations and practices change, we do the work to keep you informed and empowered to make your own decisions about investment, retirement, taxes and business development. Join us at our next event, webinar or conference.
Finance your Law Firm
Do you have a “successful” law firm on paper, but find yourself cash strapped? Reduce the burden on your finances by providing clients with investment backed low interest loans so they can purchase billable hours up front. Sweeten the deal by granting them early payment discounts, mitigating the cost of interest. We’ll even track their loan, interest and funds owed to your firm. Never fall behind on payments again.
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338 South Rosemead Blvd.
Pasadena, CA. 91107
Main Line: (657) 657-0076
Fax Line: (657) 657-0676