PO
Peace Of Mind Wealth Management
Planificación financiera holística para una jubilación segura y más allá.
5
Business
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Planificación financiera holística para una jubilación segura y más allá.
Peace Of Mind Wealth Management ofrece servicios integrales de asesoría financiera diseñados para personas y parejas que planifican para la jubilación o que ya están jubiladas. Con sede en Raleigh, Carolina del Norte, la firma ofrece un enfoque holístico que abarca inversiones, Medicare, Seguro Social, planificación patrimonial, estrategia fiscal y planificación de legado. Con un equipo de profesionales con experiencia, priorizan una comunicación clara, revisiones regulares y estrategias personalizadas para ayudar a los clientes a atravesar transiciones financieras con confianza y facilidad.
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Estrategias personalizadas para la transición hacia la jubilación, incluyendo la planificación de ingresos y la gestión de riesgos.
Gestión profesional de carteras para proteger y hacer crecer los activos, con revisiones y ajustes periódicos.
Asesoramiento experto para seleccionar las mejores opciones de cobertura de Medicare durante los períodos de inscripción abierta.
Servicios integrales de planificación y preparación de impuestos para optimizar las declaraciones de impuestos y minimizar las obligaciones fiscales.
Apoyo para crear planes patrimoniales que aseguren su legado y gestionen los activos de manera eficaz.
Asesoramiento para maximizar los beneficios de la Seguridad Social según su situación financiera individual.
Calificación general
Elmira Kachan
What a wonderful team of knowledgeable professionals! My husband and I joined Peace of Mind last year, and we are so happy we did. We received excellent advice on retirement planning and Medicare enrollment. We’ve worked with several advisors, and everyone has been incredibly responsive—answering our questions promptly and explaining every step in detail. Even though we live in New Jersey, we can easily arrange Zoom meetings, phone calls, or simply connect by email. It’s such a relief to know we have their support whenever we need it.
Karen Martin
Everyone at POM is very professional, they work hard to make sure everything they do meets our interests.
Lynn Keefer
We have been very pleased with Peace of Mind. Our journey with them started two years ago, and I'm so glad we chose them for our investment firm! They have knowledge and experience and great communication, checking in regularly and ensuring that we understand our portfolio and our needs. They have given advice on tax strategies and Social Security, and we have used their accountant for our tax returns. I appreciate the quarterly dinners and topics that are discussed. I highly recommend Peace of Mind!
Tracy Newbold
Peace of Mind (POM) lives up to its name. My husband and I had assets and 401k accounts scattered across previous jobs over the years. I worried about what would happen to our family if something happened to one of us. We now have everything in one place and POM’s expert team advising us on how to optimize resources to navigate upcoming college expenses and retirement. What a relief - thank you!
Vid Desai
The only wealth management company that I have found that has taxation experts, Medicare experts and financial advisors that all work as a unified team to manage your investments, plan for retirement as well as ensure you navigate the complex taxation landscape skillfully. Excellent customer service and they take time to know you personally. Could not be happier with them.
Stephan LeMoine
Highly recommend!
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