Business planning
Plans for continuation and transition of businesses.
The Pomfret Financial Company
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About The Pomfret Financial Company
Based in Charlotte, The Pomfret Financial Company is an independent insurance and business planning firm founded in 1975. It develops custom plans for families and business owners, including risk management, wealth accumulation and preservation, estate planning, and charitable planning. For companies, services include business continuation and transition planning, executive benefit programs, and qualified retirement plans with options for select executives. The firm also helps life insurance policy owners sell policies on the secondary market and conducts annual reviews of existing life insurance coverage in coordination with clients' other advisors. Annuities are offered to help grow and protect retirement income. Medicare and Medicare Advantage guidance is available. The firm works with clients on planning objectives and insurance needs.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Policy reviews
Annual reviews of existing life insurance coverage.
Retirement planning
Annuities and company retirement plan services.
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