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?
As an independent firm, we are committed to offering complete objectivity and unbiased advice.
Taking a New Path?
We offer a full range of investment and financial services and have access to a wide array of solutions.
Saving for the Future?
We strive to build long-lasting relationships with our clients, offering education and guidance.
Transitions
February 24, 2025
Perhaps more than at any time in our collective experience, politics is a topic of discussion in conversations with you, our valued clients. This is understandable, as the new administration has given the public much to talk about in a short period of time. The number of executive orders discussed, implemented, retracted, or challenged in court is overwhelming, creating confusion and unease.
Introducing the team that guides your success.
Meet the TeamRESOURCES
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.