Services

Portfolio/Money Management

Our Asset Management program is specifically designed to help minimize exposure to risk and maximize return. Protecting our clients’ principal and mitigating potential downside loss is paramount in their long-term investment success. By removing the emotional part of investing, our time-tested formulas can take the guesswork out of investing. Our company is transparent and fee-based. Point Wealth is focused on doing what is right for our clients. If our clients do well, so do we.

Financial Planning

Our job is to uncover your goals, analyze your financials, and help make your dreams of retirement come true. Our planning process also uncovers strategies with distribution, tax, estate, and charitable planning. At Point Wealth, our team customizes a simple plan for you and your advisor to follow.

IRA/401(k) Rollover

We’ll delve into the pros and cons of leaving your retirement investments where they are versus moving it, and what the best decision could be for your individual situation. We also address what the internal charges are for your existing accounts, the amount of risk that your taking compared to what you’re comfortable with, and if your current plan is meeting your expectations.

Social Security Maximization

With all of the recent changes with Social Security, there are a lot of pre-retirees and retirees with questions about their future. Our team will help you calculate potential taxes, the cost of waiting, and actual benefits. We’ll also address the pros and cons of taking your benefits early versus waiting.

Retirement Consulting

Through our consulting services, we help pre-retirees and retirees construct a plan that ensures you and your family will not outlive your retirement income, giving clients added confidence to make, plan, and enjoy retirement.