Comprehensive Planning

the core function of POM Planning, which is to help clients generate the best risk-adjusted returns

The term “comprehensive planning” means different things to different advisors.

To many advisors that means selling a product or simply picking up a brokerage account they can manage.

Our view of “comprehensive planning” means, well…., a comprehensive plan

We prefer to help them create a broad-based comprehensive plan that can be monitored and adjusted over the years to meet their ever-changing circumstances and goals.
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Asset Protection planning

Using domestic structures (usually LLCs) to protect brokerage accounts, vacation properties, rental properties, or any other valuable assets from negligence lawsuits. If you are reading this and you have a brokerage account of over $250,000 in your own name, it is at risk and the #1 asset a creditor will go after.

Estate planning papers

Estate planning

Most people do NOT have their wills and durable powers of attorney implemented or living trusts set up and funded properly. Many affluent clients many times lack the more sophisticated planning tools needed to accomplish their goals. POM Planning has as an Advisory Board Member attorney Roccy DeFrancesco who, along with affiliated attorneys from around the country, are able to provide our clients with client-first recommendations on a fee schedule that has price sanity.

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Tax Minimization

Most people are not minimizing current/and or future tax liabilities (income and capital gains). We help our clients put together a comprehensive tax mitigation plan (especially business clients). This includes the use of Retirement Life™, carve-out planning for pensions, and 401(h) plans (the industry’s only tax-free qualified pension plan).

Long term care helping hands

Long-Term Care Planning

LTC planning seems to be a forgotten topic due to the cost of primary LTC insurance. Through the use of hybrid products, consumers now have an LTC insurance option they can afford. This is vitally important considering this is one of, if not, the largest expenses of most seniors in retirement.

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Mitigating Risk in the Stock Market

This is the core function of POM Planning, which is to help clients generate the best risk-adjusted returns we can use our various model portfolios.

Corporate Structure as well as Buy/Sell/Business Transition Planning

Many times businesses are not set up with the correct structure (including choice of entity for tax purposes). More yet do not have in place a business transition/buy/sell plan. With the support of the POM Planning Advisory Board, we have significant resources to help our business clients with these very important issues.

Interested in discussing what YOUR comprehensive plan might look like?

If you would like to discuss your individual situation and get a sense of what an overall comprehensive plan might look like, simply email info@provenmarketingstrategies.net or give us a call at (888) 892-9882. We’d be happy to schedule a time for a call, Zoom-type, or in-person meeting.

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

Let's Answer
Your Questions

To learn more about our management philosophy and whether it may fit in with what you are trying to accomplish with your investible dollars.
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Let's Answer
Your Questions

To learn more about our management philosophy and whether it may fit in with what you are trying to accomplish with your investible dollars.





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    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