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If you would like us to call you to discuss any of our services please leave your details, a suitable time and we will get back to you. For immediate assistance please dial 928-269-2422

 

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Personal Finance Managment

Personal Finance Management


An Accredited Financial Counselor is available (FREE) for any questions or assistance you need on any financial item.  Are you living from payday to payday, debts are overwhelming, can’t stick with a budget, manage your checkbook, or don’t know what is on your credit report or how to dispute things, the PFM is here to help.  Would you like to know how to start investing?  Buy a car and not get ripped off?  Make money with the Thrift Savings Plan (TSP)?  Financial Planning for the future? Relieve that stress and take control of your finances today, instead of the finances taking control of you.  Call 269-2425 for an appointment.

 

Other services provided by Personal Finance Management

Investment Planning    
ROTH IRA’s
Traditional IRA’s
Government Securities
Savings Bonds
Consumer Benefits and Rights

  Money Management
Pay/Allowances
Budgeting/Cash Management
Use of Credit
Major Purchase Planning
Financial Planning
Goal Setting
Transitional Challenges
 


Financial Workshops (descriptions)

Financial Fitness workshop:  Provides basic budget, credit card, credit report and Thrift Savings Plans (TSP).  Great information on the basics.

Car Buying workshop: What a good deal when buying a car.  This workshop will provide you all the tips and tricks in buying a car.  Know exactly what is that right price!

Home Buying workshop:  This workshop gives you the insight information on buying a new or used home.  What do you need to know, how negotiate and understanding the mortgage process.  Before making that first step, attend the workshop to gather all the right tools.

Thrift Savings Plan (TSP):  What is TSP?  TSP will be explained in detail all the funds available.  What is the cost, risk factor and the right fund.  Take the mystery out of TSP and understand the power you have to make a difference for your future.

Understanding Your Credit Report:  What is in your credit report?  Is it accurate?  How do I get a free copy?  What is my credit score?  All these answers will be provided.  Understand the power of your credit report.

 

Ask a question or make an appointment with Financial Counselor margy.pracchia@usmc.mil