Our Service Offerings
What Paslawski Capital Management can do for you
At PCM, we offer simple, high-performance financial solutions customized to meet the specific needs of affluent clients, professionals and business owners. With our unique approach, we help you achieve financial success. We specialize in Corporate strategies to maximize your business's efficiency; with our help, we can scale your business to the next level.
What is our approach?
What are our specialties?
Our process
Our support process is simple, and it's all about you. We work collaboratively with our experts to ensure your needs are met.
We are your starting point and project leader for all high-net-worth cases.
Our role and responsibilities:
● Product illustrations● Basic concept illustrations● Questions about products● Accompaniment throughout the process
For more complex cases, we will connect with a Sales Director, Large Cases and National Accounts.
Our role and responsibilities:
● Specific analysis of your case● Product illustrations● Advanced concept illustrations● Tax or legal issues● Customized presentations
For even more complex cases, the Sales Director, Large Case and National Accounts assigned to your case will involve the Advanced Financial and Tax Solutions team.
Our role and responsibilities:
● Advanced tax, legal or accounting analysis● Contact and follow up with our clients● Production of tax memos or financial planning