How We Can Help
It’s hard to pursue goals, let alone reach them, without a strong, yet flexible strategy in place. And with ever-changing market shifts and changes in lifestyle and needs, it’s important to proactively monitor those strategies and adjust as life or economic changes dictate. This can prove difficult without thorough knowledge of the markets and available investment opportunities.
At WealthPoint Investment Management, our mission is to help clients identify appropriate financial goals and develop a strategy aligned with their needs and situation. We understand that each client’s goals are unique and, as a result, we are committed to creating comprehensive investment and financial strategies that fit their circumstances and can grow with them over the years. To do this, we utilize a thorough and disciplined approach.
We begin the process by asking our clients a lot of questions, some of which they may never have previously considered. This helps us understand their fears, concerns, hopes, and dreams. From there, we create a portfolio specifically aligned with their objectives and risk tolerance, providing insight into our recommendations. Once we implement their portfolio, we set benchmarks where we regularly monitor progress. We see ourselves as guides, helping clients travel from point A to point B with the least amount of risk possible.
Our clients range from Millennials, healthcare professionals, executives, business owners and retirees. Whatever their concerns, we can help objectively answer questions they may have, such as:
- When can I retire?
- What’s the risk in my investment portfolio?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
- Should I consider long-term care insurance?
- How can I create a steady stream of income that lasts through retirement?
- How can I get the most out of my 401(k) and/or IRAs?
- How can I plan for my eventual exit from my business?