Business Details
Your Trusted Retirement Planning Partner in Raleigh, NC
At Peace of Mind Wealth Management, we specialize in transforming complex financial concerns into clear, actionable retirement strategies. Our team of experienced professionals provides a fully integrated approach to retirement planning, addressing investments, income, taxes, estate planning, and healthcare needs for clients in Raleigh and Durham/Chapel Hill. Unlike traditional financial advisors, we offer a comprehensive one-team, one-plan, one-fee system designed to eliminate the need for multiple financial professionals. With over a decade of experience serving clients, our advisors prioritize personalized guidance and transparent communication to ensure every aspect of your financial life is addressed. We are committed to building long-term relationships based on trust, expertise, and a deep understanding of retirement planning complexities.Our trademarked Peace of Mind Pathway guides clients through a step-by-step process to achieve financial confidence and security. By focusing on individual goals rather than generic solutions, we help clients navigate market changes while maintaining steady growth and asset protection. Our approach combines technical expertise with compassionate service, ensuring clients feel valued and supported throughout their retirement journey. We maintain strict adherence to ethical standards and prioritize client education to foster informed decision-making. Our track record of consistent service, prompt communication, and adaptive strategies has earned us the trust of clients who appreciate our professional yet approachable demeanor.
Services
Retirement Planning
Investment Management
Tax Planning
Estate Planning
Healthcare Planning
Income Strategies
Risk Management
Financial Security Strategies
Portfolio Management
Retirement Income Streams
Highlights and features
- We provide fully integrated retirement planning addressing all financial aspects
- Our one-team approach eliminates need for multiple financial professionals
- Specialized expertise in Raleigh/Durham market retirement needs
- Proven track record serving clients for over 13 years
- Personalized guidance with transparent fee structure
What people say
Total confidence in financial future
Professional and approachable team
Secure asset protection with growth
Frequent clear communication
Stress-free retirement planning
Services
Retirement Planning
Our comprehensive retirement planning service creates personalized pathways to financial security. We analyze investments, income needs, tax implications, and healthcare requirements to develop customized strategies. With over 13 years of experience serving Raleigh-Durham clients, we ensure every financial aspect receives expert attention through our trademarked Peace of Mind Pathway process.
Investment Management
We provide strategic investment management focused on asset protection and steady growth. Our approach balances risk management with return optimization through continuous portfolio monitoring. Clients benefit from transparent reporting and adaptive strategies that respond to market changes while maintaining alignment with long-term retirement goals.
Estate Planning
Our estate planning service ensures your assets are protected and distributed according to your wishes. We coordinate legal documents and tax strategies to create comprehensive plans that address both current needs and future generations. This includes healthcare directives and legacy planning considerations.
Tax Planning
We develop tax-efficient strategies to maximize retirement savings and minimize liabilities. Our approach considers current regulations and future projections to optimize tax outcomes. Services include income tax planning, retirement account management, and strategic withdrawal planning for existing retirees.
Healthcare Planning
Our healthcare planning addresses medical expense management in retirement. We help clients navigate Medicare options, long-term care considerations, and health savings account strategies. This service ensures healthcare costs are integrated into overall financial plans for comprehensive retirement security.
People
Radon Stancil
Co-Founder
Co-founder with extensive retirement planning expertise, Radon specializes in creating comprehensive financial strategies. He focuses on personalized client relationships and maintaining steady portfolio growth while ensuring asset protection through market cycles.
Murs Tariq
Co-Founder
Co-founder Murs Tariq brings deep knowledge of investment management and retirement income strategies. He works closely with clients to develop customized plans that address both immediate needs and long-term financial security goals.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including investment management, tax strategies, estate planning, healthcare planning, and income stream development tailored to individual needs.
How are you different from traditional financial advisors?
Our integrated approach addresses all financial aspects through one team, eliminating the need for multiple specialists while maintaining personalized guidance and transparent fees.
Which areas do you serve?
We primarily serve Raleigh, Durham, and Chapel Hill, North Carolina, with specialized knowledge of local retirement planning considerations.
Do you offer educational resources for retirement planning?
Yes, we provide books, podcasts, blogs, and weekly updates including our guide 'Secure Your Retirement' to help clients understand investment strategies and planning considerations.
Videos
Reviews (4)
David Wills
Feb 01, 2022
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At first, I hesitated (procrastinated) about moving all of my investments to POM. Im very happy that I did join. Ive not had any issues.
Maureen Hartford
Jan 30, 2022
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Positive:Professionalism,Quality,Responsiveness
After 10 years with this firm, we remain happy in our choice of Peace of Mind Wealth Management to invest and manage our funds.
After 10 years with this firm, we remain happy in our choice of Peace of Mind Wealth Management to invest and manage our funds.
Tom Bowen
Jan 19, 2022
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Positive:Professionalism,Responsiveness
When POM says they are only a phone call away to answer a question, They are not just repeating a slogan. They really are. I am never placed on hold or put through a maze of phone buttons to press. They are exceptional in their service and commitment to our success as retirees.
When POM says they are only a phone call away to answer a question, They are not just repeating a slogan. They really are. I am never placed on hold or put through a maze of phone buttons to press. They are exceptional in their service and commitment to our success as retirees.
Deborah Templeton
Jan 17, 2022
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After working with half a dozen financial advisors over the last 30 years, I finally found the right fit for me and my needs! My main goals are to enjoy reasonable growth of my investments, but most importantly I want to hold onto my retirement savings! With Peace of Mind, I have found the right advisors, services and environment!
