Los Angeles, CA
At POM Unlimited, our research and experience shows that most Wealth Accumulation strategies do not take into consideration future tax liabilities. What’s more, many successful business owners have not adequately protected the value of the enterprise or key persons. There is too much reliance upon Federally sponsored Tax-Deferred Retirement Accounts. Business owners, executives, medical professionals and HNW individuals are looking for diversification, liquidity, use and access to their funds. We at POM Unlimited can provide Peace of Mind. We help our clients accumulate wealth while eliminating risk, ensure that their retirement funds are tax-efficient, assist with the protection of their estate and the tax-compliant transfer of assets to heirs. We also help provide access to capital which our clients can access on their terms. My team and I will provide leadership that you are desperately seeking.
Senior Financial Advisors