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Welcome to the PCM “Concierge Service” Program Enrollment Page. 

In light of today's volatile economic climate, PCM has decided to extend our exclusive "Concierge Service" Program to all of our clients free of charge as of February 6th, 2009. A few of you are familiar with the benefits associated with being a member of PCM's "Concierge Service" Program, but for those of you that will be experiencing it for the first time, here are just some of the benefits that you can expect to receive at no charge: 

* Current Diagnostic Financial Check Up which includes:

      • Investment Portfolio

      • Retirement Planning

      • Estate Planning

      • Risk Management/ Insurance 

      • Mortgage/ Real Estate

      • Employee Benefits 

* Comprehensive "Financial Solutions Summary" based on the findings & analyses of your diagnostic financial check up.

* A monthly copy of "Financial Planning Today Report" sponsored by PCM which includes:

      • Innovative and creative financial articles 

      • Links to websites that others wish they had

      • Opinion Polls

      • Local information as well as national overviews

      • Products for Today's Economic Times

* Exclusive Opportunities available only to members.

* Platinum Level Customer Service

* Plus much more!  

Once you enroll, your personal account executive will contact you to set a time to speak with your representative to review the process of creating or reviewing your financial plan.

 

* Member FINRA, SIPC and Registered Investment Adviser.


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