PO
Peace Of Mind Wealth Management
Planification financière holistique pour une retraite en toute confiance et au-delà.
5
Business
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Planification financière holistique pour une retraite en toute confiance et au-delà.
Peace Of Mind Wealth Management offre des services de conseil financier complets adaptés aux particuliers et aux couples qui préparent leur retraite ou qui sont déjà à la retraite. Basée à Raleigh, Caroline du Nord, l'entreprise propose une approche holistique couvrant les investissements, Medicare, la sécurité sociale, la planification successorale, la stratégie fiscale et la planification du patrimoine. Avec une équipe de professionnels compétents, elle privilégie une communication claire, des suivis réguliers et des stratégies personnalisées pour aider les clients à naviguer les transitions financières avec confiance et aisance.
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Stratégies personnalisées pour la transition vers la retraite, y compris la planification des revenus et la gestion des risques.
Gestion professionnelle de portefeuille pour protéger et faire croître les actifs, avec des points de suivi réguliers et des ajustements.
Conseils d'experts pour choisir les meilleures options de couverture Medicare pendant les périodes d'inscription ouverte.
Services complets de planification et de préparation fiscales pour optimiser les déclarations et minimiser les obligations fiscales.
Accompagnement dans l'élaboration de plans successoraux pour sécuriser votre héritage et gérer efficacement vos actifs.
Conseils pour optimiser les prestations de sécurité sociale en fonction de votre situation financière personnelle.
Note globale
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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