Ask Us Your Questions!

Ask Us Your Questions!

July 13, 2017

By 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? We recognize that people in this time of their lives face unique financial challenges and concerns, and it is our goal to guide them through the obstacles and help them feel confident about their retirement. One of the many benefits of being one of our clients is having access to unbiased financial advice tailored to your situation.

Questions and Decisions

Planning for retirement can be overwhelming and you have most likely had a myriad of questions as you navigate the planning process. Have any of these issues ever crossed your mind?

  • Will I be able to afford healthcare in retirement?
  • What are my healthcare options?
  • Which is better for me: COBRA or the Affordable Care Act?
  • What is the best way to utilize my life savings?
  • If the markets face a downturn, what kind of financial trouble could I be in?
  • How can I be sure that my spouse will have a secure future?
  • When should I start Social Security?

These questions are just the tip of the iceberg when it comes to retirement. The answers aren’t always cut and dried, and the corresponding decisions often have an emotional component as well. The decisions required during the pre-retirement years carry more weight than any other period in your life.

Help Us Help You

That is why Point Wealth exists today. We know it can be difficult to go through this time alone, and some of us struggle with knowing where to begin. People simply want to know that someone truly understands where they are today, where they want to be in the future, and how to get there.

Not only that, but we also want to obtain the peace of mind that comes from using a system that has proven to be efficient and effective time and time again. In order to provide this level of service, we have to be absolutely certain that we are educated and ahead of the knowledge curve on the topics that are most important to our clients.

Our mission is simply to help as many people as possible, and we need your help to accomplish this goal. We want you to ask your most pressing questions. Why? So that we can pinpoint the concerns that are relevant to today’s retirees, better serve our current clients, and provide answers and advice for others who may need our help. Regardless of whether you are a friend, family member, client, or subscriber, we would love to hear from you and discover what questions are on your mind. Simply fill out the form at the bottom of this article to submit the questions you’d love to have answered. If you’d like to chat further or set up a time for a complimentary consultation, call us at 715-870-2450 or contact Point Wealth Management in Wausau, Wisconsin by clicking this link.

About Jere Smith

Jere Smith is a financial advisor at Point Wealth Management, an independent financial planning and investment management firm. Serving individuals, families, and privately-owned businesses, he helps great people create great financial success through his services, including financial planning, retirement planning, estate planning, charitable giving strategies, and portfolio management. Along with nearly a decade of experience, he is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Life Underwriter, two of the most esteemed designations in the industry. He is passionate about education, whether it’s providing it to clients or adding to his own knowledge, and has written an article that appeared on Based in Wausau, Wisconsin, Jere serves clients in multiple states. To learn more, visit or connect with Jere on LinkedIn.

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