The Pomeranz Group

Financial Advisors with your objectives in mind.

We help a select group of families and businesses handle their financial affairs.  Our clients benefit from our creation and implementation of strategies that allow them to comfortably pursue their goals in any economic environment.

We provide comprehensive wealth management strategies.  Through constant communication, careful analysis, and planning, we create custom tailored programs that address the unique needs of our clients and help them work towards their financial objectives.

Investing starts with a plan.
Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Newsletters

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

A Graceful Departure

An exit strategy is important for any business owner who plans to leave the company he or she has nurtured and built.

More Newsletters →