Member Spotlight: PTM Financial


PTM Financial helps you Plan out your best life, and to not only adjust to life’s changes, but to Thrive in the face of those changes and ultimately Matter in ways that are truly meaningful to you.

They specialize in three unique client types: Business Owners, Retirees (and soon to retire) and Women (Divorcee/Widow).

Your goals and aspirations are their priority, whether it’s a stress-free retirement, building family legacies, supporting charitable endeavors, or simply enjoying a serene morning with a cup of coffee on the porch and a loyal dog by your side.

Their experienced advisors are ready to partner with you on your journey towards achieving your long-term financial goals, growth, connection, and transcendence.

Ready to Thrive? Schedule your free consultation today.