8557869584

Peace Of Mind

Many of our clients have experienced divorce or the death of a spouse.  For 11 of his 16 years offering financial advice, Paul Murray has focused his practice on providing financial planning and investment management services to clients who have unique needs and who face challenges as sole providers for themselves.

Working with a firm that considers you above all else is step one in creating a plan for financial stability. Whether you have the opportunity to save and invest for growth, or have a need for current income, creating a financial plan will help prioritize your needs, understand your monthly expenses, and address "what-if's" in your future.

A very short list of the services we provide to divorced and widowed clients include:

  • Monthly budgeting and expense reviews;
  • A written financial plan with online 24/7 access;
  • Car, home, umbrella, and life and health insurance reviews;
  • Custom goals-based investment strategies;
  • Monthly income strategies; and
  • Long-term care planning.

We're here to service our clients and we encourage you to take advantage of a complimentary, no obligation consultation to tell us about your particular areas of concern.  You may call us at (855) 786-9584, Option 1 or email us at admin@ptmwealth.com.