Sound financial strategy
A personlized experience allows us to focus on your unique goals and objectives.
FINANCIAL PLANNING • INVESTMENT MANAGEMENT • RETIREMENT PLAN ROLLOVER • ONGOING FINANCIAL MANAGEMENT
SIMPLE SOLUTIONS, TAILORED TO YOUR CUSTOM GOALS.
Ninety-nine Percent of all ships that leave the harbor reach their destination due to a well-charted course. Your personal financial goals lie at the end of this course, and Powers Capital Management will guide you on your journey.
For each client we continually manage their portfolio risk, investment performance and investment style. We work with clients to make changes as needed. We make sure their investments are aligned with their goals.
Help with budgeting, organizing finances, long term projections, income planning in retirement, provide the odds of attaining your financial goals, create a strategy to reach your financial goals, etc.
RETIREMENT PLAN ROLLOVERS
We specialize in retirement plan rollovers. The rollover process can be stressful and confusing. PCM will handle all necessary paperwork and forms. We will move assets to a new IRA with no tax consequences or penalties. You will be provided with a plan and ongoing management. Company retirement plans often have limited investment options, why not invest this money with unlimited options and create a plan based on your needs? You have worked hard to earn this money, let us help you invest it properly.
ONGOING FINANCIAL MANAGEMENT
The market changes. The economy changes. Your life changes. Should your investments change? We collaborate with clients on an ongoing basis to make sure investments are aligned with financial goals.
“I have been a Powers Capital Client for years. Trust is so important to me. I am not going to hand my retirement assets over to giant corporation where I am just another transaction. I work with Tim because I trust him completely. He is more than a financial advisor, he has become a friend. I know my business is important to him and he values me as a client.”
Scott Nutter, Owner of Medical Supply Business
See how you can have the power to invest, and invest wisely.
Powers Capital Management is a registered investment adviser with the States of Pennsylvania and New Jersey. Registration as an investment adviser does not imply a certain level of skill or training. This information is intended to be educational and is not tailored to the investment needs of any specific investor. Powers Capital Management does not provide tax or legal advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.