It is estimated that your monthly retirement income should be 80% of your pre-retirement income. Personal Investment Management can help you to achieve that goal. Our mission is to monitor and actively manage your pension and investment accumulations to help you attain a more secure financial future.

Many persons who have IRA's, savings and other investments for retirement or other purposes tend to ignore them once they have been placed with a financial institution or insurance company. The result may be investment returns that are less than they might be. IRA investment accumulations can be transferred (rolled over) to other custodians if there appears to be greater potential for increased earnings. PIM can assist you in evaluating these possibilities.

PIM uses asset allocation as the basis for all of its investment and retirement planning clients, whether they have accounts at brokerage firms or in a specialized retirement or pension program like the BOEING VIP/FSP or TIAA-CREF. Asset allocation is a method of adjusting your accumulation among various investment options. A portfolio focused on accomplishing your goals is developed using no load index and institutional style mutual funds, as well as stocks and bonds when appropriate. Changes in your account will be made when conditions appear likely to earn a higher return through a different emphasis in the mix of your investment choices.

Let PIM help you get further along the path to financial security.