Pomfret Financial
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What You’ve Built Deserves to Be Protected

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Risk Management

Retirement Planning

Business Planning

Planning for Children and Grandchildren

Escape financial vulnerability.

Protecting lives is the Pomfret way.

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THE POMFRET FINANCIAL COMPANY, INC.

1115 East Morehead Street

Charlotte, NC 28204

Phone 704-288-4999

inquiry@pomfretfinancial.com

Securities offered through Valmark Securities, Inc., Member FINRA, SIPC. 130 Springside Drive, Akron, OH 44333. (800) 765‐5201. Pomfret Financial is a separate entity from Valmark Securities, Inc.

Business Planning

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Planning for Children and Grandchildren

  • College Savings 529 Plans  
  • Gift of a Lifetime  
  • Types of Financial Aid Understanding Your Options  
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Retirement Planning

  • ARC or RISK – Which Plan is Right for You  
  • Achieving Retirement Clarity  
  • Achieving Retirement Clarity – 2020 Tax Reference Guide  
  • Achieving Retirement Clarity – Brochure  
  • Achieving Retirement Clarity – Strategies  
  • Achieving Retirement Clarity – Supplemental Retirement Planning for High Income Earners  
  • Generating Retirement Income  
  • Retirement Income Security Kit  
  • Retirement Income Security Kit – Brochure  
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Risk Management

  • Survivor Needs Those Who Depend on You  
  • Long Term Care – Understanding Your Options  
  • Policy Management Company  
  • Intro Life Settlements  
  • Options for Clients Who No Longer Need or Want Insurance  
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