At Backal Pomerantz Wealth Management, we offer securities and advisory services through United Planners Financial Services of America, Member FINRA, SIPC. We believe that taking a disciplined and integrated approach to planning for your dreams and goals is the best way to reach them. We ask targeted questions and listen closely to your answers.
We provide guidance and advice, tracking your progress and helping you make adjustments to your plan as needed to ensure you stay on track. We believe success should be measured not just by your financial well-being, but by how confident you feel about your future. Our mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice.
We provide guidance and advice, tracking your progress and helping you make adjustments to your plan as needed to ensure you stay on track. We believe success should be measured not just by your financial well-being, but by how confident you feel about your future. Our mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice.
Services
Backal Pomerantz Wealth Management holds a true commitment to our clients; one built on understanding, experience, trust, and respect. We are your wealth advocate. For individuals and business owners, we develop a suitable financial strategy for you, clarifying your vision of the future and protecting your wealth.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
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