Health, Life and Retirement

The investment climate has never been more exciting or more challenging than it is today.

For that reason, Professional Insurance Management has merged with one of the largest financial service firms in the area, PWM Financial Services, Inc.

As a full-service financial advisory firm, PWM Services offers clients an assortment of quality, non-

proprietary investment choices. We can help you make sense of today's investment climate.
  • Managed asset plans - for professional fee-based portfolio management
    through Linsco/Private Ledger
          
  • Tax-advantaged investing - to reduce your tax liability and let more of
    your money work for you
        
  • Retirement planning - to design an investment strategy to help you meet
    all of your retirement goals
        
  • Investment portfolio analysis - to keep you informed of how your investments
    are performing, and to make adjustments as needed
        
  • Estate planning - for preservation of wealth from generation to generation
      
  • Variable and fixed annuities - for tax-deferred growth potential
      
  • Life, Health and Disability Insurance

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, we maintain a constant commitment to putting service first.

If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact us by phone, e-mail, or simply click onto the icons to the right.

PWM Financial Services, Inc.
8039 Mayfield Road
Chesterland, Ohio 44026
    
Ph: 800-975-8808
 
james.mcconnell@lpl.com

Securities Offered Through  Linsco/Private Ledger  
A Registered Investment Adviser. Member NASD/SIPC