Reach out to
POM Team
Feel free to read the POM Wealth Management site.
Specialty is advanced plan designs for high-income/closely held businesses
Sandy’s specialty is helping small to medium-sized business owners. Most CPAs are not proactive when it comes to helping clients find ways to reduce their taxes.
Sandy takes pride in reviewing tax returns for POM advisor’s clients and showing them how to reduce their taxes. It’s usually a surprise to clients who have used a “trusted” CPA, EA, or accountant for years.
We highly recommend that business clients have their tax returns reviewed by Sandy to see how much money he can save them with his proactive tax planning.
Reach Your Goals Now
Ready to learn more about POM Wealth Management and why we may be a good fit to accomplish your financial and/or retirement planning goals?
Give us a call
(810) 207-5311
Email us
support@pomwealthmanagement.com
Michigan
We handle the US
Serving the USA
Learn How We Use Tactical Strategies
Join the many people and get answers on how to improve your financial returns while risking less.
Services
Find Out More
Compliance statement:
The information, data, and opinions contained herein this communication are provided solely for informational purposes only. They are not warranted to be correct, complete, or accurate. To the extent permitted by law, Peace of Mind Wealth Management does not accept any liability arising from the use of this communication. You should not assume that any information, data, or opinions contained herein serves as the receipt of, or a substitute for, personalized investment advice from Peace of Mind Wealth Management or from any other investment professional. Past performance is not an indication of future results and actual results may vary. Investing carriers an inherent element of risk, including the risk of losing invested principal.
Peace of Mind Wealth Management ADV 2A Brochure | Peace of Mind Wealth Management Wrap Fee Brochure | CRS Brochure | Privacy Disclosure Statement