22500 NE Marketplace Drive
FIND YOUR BALANCE
Achieve Peace of Mind
DISCOVER YOUR JOURNEY
“Begin With the End in Mind.” - Dr. Stephen R. Covey
REACH YOUR SUMMIT
Achieve Financial Freedom
Personal Investment Management Inc. is a SEC-registered, locally owned, independent fiduciary investment advisor firm. We have provided professional investment management, retirement planning and general financial counsel to our clients for over 37 years. We are dedicated to client confidentiality and advocacy, simplifying complexity, and guiding and supporting our clients to and through a successful retirement.
As an independent firm, we are committed to offering complete objectivity and unbiased advice.
We offer a full range of investment and financial services and have access to a wide array of solutions.
We strive to build long-lasting relationships with our clients, offering education and guidance.
We...have devoted most of this edition to a discussion of the state of Washington estate tax. While most PIM clients may never pay federal estate tax, given the very high exclusion amount, we estimate that most could be subject to...
Our goal is your success. Below are some resources to help you have a successful financial future.
A collection of handpicked articles.
Calculate elaborate financial decisions with total calculation.
Even more videos to enjoy.
Managing your money involves more than simply making and following a budget.