Business Details
Your Clear Pathway To Financial Freedom
At Peace of Mind Wealth Management, we specialize in transforming complex financial concerns into clear, actionable retirement strategies. Our team of certified professionals delivers an integrated approach that addresses every critical aspect of retirement planning, including investments, income, taxes, estate planning, and healthcare. With offices in Raleigh and Chapel Hill, we serve clients across North Carolina, offering a unique three-step process called the Peace of Mind Pathway. This methodology ensures personalized financial roadmaps, seamless implementation, and ongoing adjustments to align with life's changes. Our commitment to transparency is reflected in a single, all-inclusive fee structure ranging from 0.75% to 1.5%, which covers comprehensive services such as estate planning, tax filing, and strategy updates. Backed by decades of combined experience, our advisors prioritize client relationships over transactions, focusing on long-term financial security rather than short-term gains.We differentiate ourselves by addressing the full spectrum of retirement needs, eliminating the necessity for multiple financial professionals. Our approach combines risk-mitigated investment strategies, tax efficiency optimization, and healthcare planning to create holistic solutions tailored to individual goals. Recognized for our expertise in high-net-worth planning, we assist clients with $3 million or more in navigating complex financial decisions, legacy planning, and tax-efficient strategies. Through regular client reviews and adaptive planning, we ensure our clients maintain confidence in their financial futures while enjoying the peace of mind that comes with comprehensive, coordinated guidance.
Services
Retirement Planning
Investment Management
Tax Planning
Estate Planning
Health Care Planning
High Net Worth Solutions
Business Succession Planning
Charitable Giving Strategies
Highlights and features
- We offer a fully integrated retirement planning approach covering investments, taxes, and healthcare
- Our proprietary Peace of Mind Pathway ensures personalized, adaptive financial strategies
- Certified advisors with decades of combined experience in retirement planning
- Transparent all-inclusive fee structure with no hidden costs
- Regular portfolio reviews and plan adjustments to match life's changes
Associations and certifications
- Certified Financial Planner Board of Standards
What people say
Valued as clients
Approachable and knowledgeable
Securely protected assets
Frequent communication
Complete trust
Services
Retirement Planning
Our retirement planning service creates personalized financial roadmaps covering income, investments, taxes, and healthcare. Using the Peace of Mind Pathway process, we develop customized strategies that evolve with life changes. This comprehensive approach ensures financial security through coordinated planning across multiple critical areas.
Investment Management
We implement risk-mitigated investment strategies balancing growth and stability based on individual risk tolerance. Our approach combines active management with tax efficiency optimization to protect and grow assets. Regular portfolio reviews ensure alignment with evolving financial goals and market conditions.
Tax Planning
Our tax planning service maximizes efficiency through coordinated strategies for income, capital gains, and estate taxes. We integrate tax filing with broader financial planning to minimize liabilities while maintaining compliance. This holistic approach considers both current and future tax implications in retirement planning.
Estate Planning
We provide comprehensive estate planning including wills, trusts, and power of attorney documents. Our service ensures asset protection and smooth transfer to beneficiaries while minimizing tax exposure. The planning integrates with broader retirement strategies for cohesive financial security.
Health Care Planning
Our healthcare planning covers pre- and post-Medicare considerations, including insurance selection and long-term care strategies. We coordinate these plans with retirement income strategies to ensure comprehensive coverage. The service addresses both immediate healthcare needs and future medical expense projections.
People
Radon Stancil
Founder
Certified Financial Planner with extensive experience in retirement strategy development. Specializes in creating comprehensive financial plans that integrate investment, tax, and healthcare considerations for long-term security.
Murs Tariq
Partner
Certified Financial Planner offering expertise in portfolio management and tax-efficient investment strategies. Focuses on helping clients achieve retirement goals through personalized financial planning and ongoing strategy adjustments.
Nick Hymanson
Wealth Advisor
Certified Financial Planner providing tailored retirement solutions. Specializes in coordinating complex financial elements into cohesive plans that address investment, tax, and estate planning needs.
Taylor Wolverton
Financial Planning and Tax Strategist
Certified Financial Planner and Enrolled Agent with dual expertise in financial planning and tax strategy. Focuses on integrating tax-efficient solutions with comprehensive retirement planning to optimize client outcomes.
Nic Tolerton
Senior Wealth Advisor
Experienced wealth advisor specializing in high-net-worth retirement planning. Provides strategic guidance on complex financial matters including estate planning, tax efficiency, and legacy preservation.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning covering investments, taxes, estate planning, and healthcare through our three-step Peace of Mind Pathway process.
How are your fees structured?
Our all-inclusive fee ranges from 0.75% to 1.5% based on managed assets and complexity, covering all planning aspects without additional charges.
Do you serve clients outside Raleigh?
We serve clients throughout North Carolina, including Durham and Chapel Hill areas, with both in-person and virtual consultation options.
What makes your approach different?
Our integrated approach addresses all retirement aspects in one plan, using a proprietary process that coordinates investment, tax, estate, and healthcare planning.
How often do you review financial plans?
We conduct regular reviews and adjustments through our Peace of Mind Nurture process to ensure plans remain aligned with changing life circumstances.
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