Broker Check

At Your Service

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. 

Retired?

Retired?

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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Taking a New Path?

Taking a New Path?

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Saving for the Future?

Saving for the Future?

We strive to build long-lasting relationships with our clients, offering education and guidance.

more about our approach
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</xml><![endif]-->Happy New Year<br/>January 9, 2023<br/>

Happy New Year
January 9, 2023

In This Edition: 1) New RMD age and other annual updates, 2) Tax Loss Harvesting, 3) The Year Ahead

Introducing the team that guides your success.

Meet the Team

RESOURCES

Our goal is your success. Below are some resources to help you have a successful financial future.

ARTICLES

A collection of handpicked articles.

CALCULATORS

Calculate elaborate financial decisions with total calculation.

VIDEOS

Even more videos to enjoy.

PRESENTATIONS

Managing your money involves more than simply making and following a budget.

Start a Conversation

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