Pollock Investment Advisors, LLC is an independent, employee-owned, Securities and Exchange Commission (S.E.C.) registered investment advisor based in Ann Arbor, Michigan. Our primary service is to provide investment management and financial planning services to individuals, families, trusts, charities, estates, retirement plans, and corporations.
We create customized long-term investment goal, and establish asset allocation targets to help clients achieve their goals. In addition to our investment advisory and financial planning services, we proactively engage with our clients' attorneys and tax advisors to ensure estate and tax plans are up-to-date and consistent with their long-term goals and objectives.
We create customized long-term investment goal, and establish asset allocation targets to help clients achieve their goals. In addition to our investment advisory and financial planning services, we proactively engage with our clients' attorneys and tax advisors to ensure estate and tax plans are up-to-date and consistent with their long-term goals and objectives.
Services
Personal and professional philanthropy is a cornerstone at Pollock Investment Advisors. We are committed to supporting an increasing number of public and private causes that strengthen our community and assist others. We encourage you to visit the websites of these organizations to learn more about their positive impact on our community.
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.
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.
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.
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
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