August Financial Planning Tip: Are You Taking Too Much Risk?
July 26, 2017By Jere Smith, CFP®, CLU®, Financial Advisor at Point Wealth, LLC Risk is everywhere, every day. But when it comes to your money, taking on too much risk can mean...
July Financial Planning Tip: Creating a Lifestyle Budget
July 13, 2017By Jere Smith, CFP®, CLU®, Financial Advisor at Point Wealth, LLC A budget is one of the most basic money management tools available to us and can also be the...
Ask Us Your Questions!
July 13, 2017By Jere Smith, CFP®, CLU®, Financial Advisor at Point Wealth, LLC Did you know that Point Wealth Management was built specifically for those who are entering or are in retirement?...