Managing Risk Helping advisors provide clients with the best risk-adjusted returns Contact POM Planning Learn More …an RIA that “gets it” High quality managers, price sanity, compliance that works with-not against you! Contact Us FINALLY Learn More Growing Your Business Let us help you find, onboard, and retain more clients! Contact WE ASSIST YOU IN Learn More

Comprehensive Planning Solutions

It is no longer good enough just to manage money.

Evolve or Perish!

Looking for a Roadmap for Success?

POM-home-money

Or will it be the status quo?

Why Choose POM Planning?

POM Planning was created to help advisors transform their business to offer a suite of services to which will create significant growth and stability for years to come.

 

One-on-one mentoring

Learn from top advisors who know how to grow a practice and increase “net” revenue.

Compliance that works

Our compliance department works with advisors who are looking to grow (not stifle growth).

 

Tax-pre work for lead gen

We have CPAs who will review personal/corp. tax returns and turn over opportunities for advisors.

Estate Planning

We have attorneys who will review, fix, and implement estate plans for clients (on a fee-schedule).

Asset Protection

Unlike other RIAs, we help advisors protect their client’s assets from “all” creditors.

A story that works

Most RIAs have little unique to offer. Our offering is certainly unique and is a compelling story clients will embrace.

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Still have questions?

Many things can happen over the course of a year that can impact your tax situation. We would like to meet with you so we can proactively identify where you stand.

OFFICE HOURS
Monday - Friday 8:00am - 5:00pm
Phone: (269) 449-2598
blair@pomplanning.net