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Welcome to pov wealth

WE’RE FINANCIAL ADVISORS

Our team will work to understand your values and goals and use that to develop a
financial game plan to try to achieve them

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POV Wealth

Utilizing our unique process called the Official's Way

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Personal Economic Model

What We Do ?

We are in the financial services business and have a very unique approach

We help people find money they are losing UNKNOWINGLY and UNNECESSARILY.

We do this in 6 areas:

Taxes

How they pay for their house

How they pay for their children’s education

How they pay their student loans

How they fund their retirement accounts

How they pay for major capital purchases like CARS, WEDDINGS, VACATIONS etc.

WORKING

We help our clients answer the 4 most critical financial questions

Do you know what rate of return you need to earn for you to live like you live today adjusted for inflation and have your money last to life expectancy?

Do you know how much you need to save each year to make sure you will have enough?

Do you know how long you will have to work before you can stop and have your money last to your life expectancy?

Do you know how much you will need to reduce your future lifestyle to keep from running out of money?

Do you have 15 minutes in the next week or two for us to meet via Zoom to get the answers to those questions?

Click the button below and schedule a meeting

Schedule Meeting Now

Retired

We help our RETIRED clients answer the 3 most critical financial questions

Do you know what rate of return you need to earn on the assets you have already accumulated; for you to live at your current standard of living and have it last until life expectancy?

Do you know how much you need to have saved today, for you to live at your current standard of living and it to last until life expectancy?

Do you know, if you don’t do anything different than you are doing today, how much you will have to reduce your standard of living to keep from running out of money?

Do you have 15 minutes in the next week or two for us to meet via Zoom to get the answers to those questions?

Click the button below and schedule a meeting

Schedule Meeting Now

A QUICK & TRANSPARENT PROCESS

We have a simple initial 2 day process

Our Blog

Our Latest Insights

Retirement
January 31, 2024

A Look into the 2024 IRS Retirement Savings Thresholds

The Internal Revenue Service (IRS) plays a central role in ensuring fiscal discipline while at the same time providing a stable economic platform for long-term financial growth. One of the…
Eric McGinley
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Financial PlanningRetirement
January 24, 2024

Working a Side Hustle: Benefits and Challenges

An increasing number of full-time workers seek to increase their income through working a side hustle, which is employment in addition to a full-time job. In this article, we'll delve…
Eric McGinley
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Financial PlanningRetirementTaxes
January 18, 2024

A Tax Planning Guide for Retirees

Tax planning is an essential aspect of financial management, especially for individuals who have accumulated substantial wealth over their lifetime. Retirees, in particular, need to pay special attention to their…
Eric McGinley
Love0

15

Years of Experience In finance

ABOUT POV WEALTH

Financial and Wealth

Management For the Select

We are a wealth advisory firm, primarily for a select group of successful families and top-of-their-field professionals who, among other things, aspire to a work-optional lifestyle.

Our experience acquired over decades in the business constantly reminds us of the fluid and dynamic nature of the journey to financial independence. It is with this philosophy in mind that we are able to use our process to craft individual plans for each of our clients as their lives unfold and their needs evolve.

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