Managing Risk

Helping advisors provide clients with the best risk-adjusted returns

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POM Planning

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…an RIA that “gets it”

High quality managers, price sanity, compliance that works with-not against you!

FINALLY

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Growing Your Business

Let us help you find, onboard, and retain more clients!

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WE ASSIST YOU IN

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Comprehensive Planning Solutions

It is no longer good enough just to manage money.

Managed Money

Our goal is to provide clients with the best risk adjusted returns by constructing portfolios using multiple asset classes that are actively managed.

Case Design Support

To be a true fiduciary, advisors need to do more than just gather AUM or sell products. Our industry best design team helps advisors provide comprehensive plans to all clients.

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Marketing

Most RIAs do very little to help their advisors find new clients. POM Planning has many unique and time tested marketing tools to help advisors find and onboard new clients.

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Technology

Technology can be frustrating and expensive. POM Planning has a simple but powerful technology stack advisor can used at price that is discounted well under market value.

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Evolve or Perish!

Looking for a Roadmap for Success?

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 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-prep 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 clients’ 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