Empowering Lives, Enhancing Futures
At Peace of Mind Wealth Management, we understand that planning for retirement can be daunting. That's why we're here to guide you every step of the way. Our team of experienced financial advisors is dedicated to helping you achieve your financial goals and live the retirement you've always dreamed of.
Our Promise to You
We strive to build a partnership with you, rather than just providing financial services. We believe that trust is the foundation of any successful relationship, and we're committed to being transparent and honest with you every step of the way. Our team includes professionals with years of experience in the financial industry, and we're proud to offer a range of services designed to help you achieve your financial goals.
Our Services
We understand that every individual has unique financial goals and circumstances. That's why we offer a range of services designed to meet your specific needs. From retirement planning to estate planning and investment management, we're here to support you every step of the way.
Retirement Planning
Our retirement planning services are designed to help you achieve your financial goals and live the retirement you've always dreamed of. We take a comprehensive approach to retirement planning, considering all aspects of your financial situation, from your income, expenses, and assets to your debts and liabilities.
Investment Management
We offer a range of investment management services designed to help you achieve your short-term and long-term financial goals. From stocks and bonds to mutual funds and real estate, we'll work with you to create an investment strategy that aligns with your financial objectives.
Estate Planning
Estate planning is an essential part of your financial plan, and we're here to help you navigate the process. We'll work with you to create a comprehensive estate plan that includes a will, trust, and powers of attorney, ensuring that your wishes are carried out according to your specifications.
Insurance Planning
We offer a range of insurance planning services designed to protect you and your loved ones from unforeseen circumstances. From life insurance to disability insurance, we'll work with you to create an insurance plan that aligns with your financial objectives.
Our Team
At Peace of Mind Wealth Management, we're proud to have a team of experienced financial advisors who are dedicated to helping you achieve your financial goals. Our team includes certified financial planners, certified public accountants, and experienced investment professionals who are committed to providing you with the best possible service.
Meet Our Team
Our team includes:
- Radon Stancil, CFP, Founder and Author
- Murs Tariq, CFP, Partner
- Morgan Dunn, Executive Assistant
- Lara Bushby, Executive Assistant
- Nick Hymanson, CFP, CERTIFIED FINANCIAL PLANNER Practitioner
- Taylor Wolverton, CFP, EA, CERTIFIED FINANCIAL PLANNER Practitioner
- Anita Mitchell, Financial Planning Team Member
- Bella Stancil, Support Staff
Get Started
Ready to take the first step towards achieving your financial goals? We invite you to schedule a complimentary consultation with one of our experienced financial advisors. Contact us today to learn more about our services and how we can help you achieve your financial objectives.
Overall Experience
The reviewers consistently praised the team at Peace of Mind (POM) Wealth Management, highlighting their exceptional service, knowledge, and professionalism.
Friendly and Knowledgeable Team
Multiple reviewers mentioned the friendly and helpful nature of the team, including Murs and Radon, who are knowledgeable and provide practical advice.
Expert Financial Guidance
The team at POM Wealth Management is commended for their expert financial guidance, which has helped clients achieve their financial goals and navigate uncertain market conditions.
Personalized Service
Reviewers appreciated the personalized service they received, with the team taking a genuine interest in their clients' futures and providing tailored advice.
Trust and Confidence
The reviewers expressed a strong sense of trust and confidence in the team, feel secure knowing that their financial futures are being managed by experts.
Exceptional Communication
The communication style of the team is praised for being clear, easy to follow, and responsive, with no hard sales tactics or overly complex financial jargon.
