It’s a firm that can manage a client’s money in the stock market for a fee.
What about commissions? POM Planning and its advisors CAN’T earn commissions from the sale of securities.
Our advisors are fiduciaries who have a legal duty to provide the best advice they can to clients. Advice without conflicts of interest.
We wanted to offer clients a platform with a philosophy built around managing risk in the stock market.
We do NOT use a buy/hold philosophy.
We also do NOT manage our client’s money in-house. Our philosophy is that using multiple high-quality 3rd party (outside) managers increases the likelihood that our portfolios, as a whole, will do well over time.
It’s impossible to fire yourself as a money manager when you do a poor job. In our 3rd party manager model, we can bring on new/high-quality managers and transition out ones who have underperformed.
POM Planning advisors prefer to provide comprehensive advice to clients which can include:
Money management; Estate planning; Asset protection; Tax reduction strategies;
Corporate structure/buy/sell planning; Life insurance; Annuities