About Us

a Registered Investment Advisory (RIA) firm

Add Your Bio Here

What does that mean?

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.

Why was POM Planning formed?

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.

Comprehensive Planning

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

guy looking at stock charts

Changing The Way You Look at Money

Understanding our clients is part of our DNA. We want our clients to be well rested with no sleepless nights.
  • Commit to Delivery Excelence
  • Embrace Integrity And Openess
  • Practice Responsible Stewardship
  • Invest In An Exceptional Culture
  • Strive To Innovate

Active Money Management

Our 3rd party managers “actively manage” money.

The POM Intelligent Allocation Strategies are ideal for investors seeking to be both tactical and defensive in their allocation to multi-asset class investing.

The goal is to provide investors with adaptive allocations to various asset classes suitable for all market conditions, resulting in reasonable risk-adjusted total returns.

POM Portfolios

3 Conservative multi-manager models
3 Moderate multi-manager models
3 Aggressive multi-manager models
1 All-Weather Aggressive Tactical multi-manager model

Risk Assessment Process

We have a 4-prong process to make sure our recommendations are “in balance” with our client’s needs.

1) We assess the consumer’s personal appetite for investment risk.
2) We assess the consumer’s financial ability to take risks.
3) We assess the risk of the consumer’s current portfolio.
4) We choose one of our model portfolios that is most closely aligned with the consumer’s personal appetite and ability to take risks.

If you would like to find your personal risk score (appetite for risk in the stock market), please click here (it will take less than five minutes to complete).

If you would like to score your top 5 to 10 holdings of your current portfolio to determine how risky they are, please click here.

If you would like your current/entire portfolio scored, email info@provenmarketingstrategies.net.

Ready to learn more about POM Planning and why we may be a good fit to accomplish your financial and/or retirement planning goals?

Simply email info@provenmarketingstrategies.net and we’d be happy to set up a time for a call/meeting.

Reach out to
POM Planning Team

Get in touch with our representatives and start your journey on expanding your company and making your business better, more agile and profitable.
[contact-form-7 404 "Not Found"]
person on mountain

Reach out to
the POM Planning Team

Get in touch with us for no cost, no obligation review. Using technology to sift through the maze of financial choices is our business.





    Please prove you are human by selecting the Flag.

    Reach Your Goals Now

    Ready to learn more about POM Planning and why we may be a good fit to accomplish your financial and/or retirement planning goals?
    Give us a call
    269-449-4802
    Email us
    info@pomplaning.info
    Michigan
    We handle the US
    Serving the USA

    It Takes Time,
    Effort & Knowledge

    Uniquely enable accurate supply chains rather than frictionless technology. Globally network focused materials vis-a-vis cost effective manufactured products.

    FOUNDATION

    Prepare wills and trust
    Evaluate insurance needs
    Review cash flow budge

    SHORT TERM

    Emergency fund
    Liquid investments
    Start building portfolio

    MID TERM

    Wealth accumulation
    Pay college expenses
    Start a business

    LONG TERM

    Retirement
    Sell a business
    Leave an estate