Your Financial Matters,
Simplified and Organized
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.
We are WealthPoint Investment Management, an independent boutique firm dedicated to assisting clients with their greatest financial concerns. We work with clients from all walks of life, including young professionals, seasoned business owners, executives approaching retirement, as well as many foundations and organizations. Whether they are just starting to build their wealth or have already built a nest egg, our goal is to provide customized strategies that can grow with clients throughout the many milestones of life.
Our top priority is to serve our clients first, last, and always. We believe they appreciate the value we offer and our personalized attention. Based in Ridgeland, Mississippi, we serve clients throughout the South. Contact us today to set up a no-obligation, complimentary consultation.Contact Us
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Five creative (and inexpensive) ideas for motivating your employees.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Understanding the cycle of investing may help you avoid easy pitfalls.
What does your home really cost?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.