What We Do and How We Can Help

What We Do and How We Can Help

July 12, 2016

A financial advisor can be one of the most important professionals a person works with in their life, playing a very personal role and forming a long-lasting relationship. It’s not surprising, then, that it can be incredibly overwhelming to find a financial advisor you trust and want to work with for the long-term.

At Point Wealth, LLC, we want to make it easy for you to get to know us and understand how we can help you and your family. We are an independent wealth management and retirement planning firm based in Wausau, Wisconsin. Led by financial advisors, Jeremy Reif and Jere Smith, we formed our firm with the desire to help clients feel more at peace with their finances and to work toward their greatest financial dreams.

How Can Point Wealth Help?

Retirement is one of life’s greatest milestones and, as a result, many pre-retirees are worried about making the leap. Have they saved enough money? Will they be able to maintain their current standard of living? When should they claim Social Security?

Specializing in serving pre-retirees and retirees, our goal is to help them realize their retirement savings and overcome the insecurities that come with taking this major step. Through financial planning, retirement consulting, Social Security maximization strategies, IRA and 401(k) rollovers, and asset management, we seek to help our clients pursue financial independence through smarter investing practices.

Throughout the process of developing your financial strategies, we aim to remain wholly transparent, from the recommendations we make to the fees we charge. We believe confidence requires knowledge, so we aim to empower you with objective information to make informed decisions. There’s no greater satisfaction for us than when we can help alleviate the stress of planning and help someone we care about feel confident in their future.

Why Do Clients Choose Point Wealth?

We believe pre-retirees and retirees often choose to work with us because we are a high touch and proactive firm. We aim to be someone they can trust to guide them toward their ideal retirement. We genuinely care about our clients and we make every effort to ensure they recognize our concern for and interest in their best future. We work hard to stay up-to-date on the latest market changes and planning opportunities so our clients can instead focus on their passions in life.

As an independent and fee-only firm, clients can know that their best interests are our best interests. We aren’t incentivized to promote or sell any specific products. We have access to thousands of investment options and strategies so we can construct a plan and portfolio that aligns with your risk tolerance, time horizon, circumstances, and needs.

How to Get Started

Helping so many people in our community drives us every day in our careers. We enjoy meeting with individuals, couples, and families approaching or living in retirement to learn about their goals and see if we may be able to help. To schedule a complimentary financial consultation, or to get a second opinion on your current retirement strategies, contact our office today by calling 715-870-2450.

About Point Wealth, LLC

Point Wealth, LLC is an independent fee-only financial planning and investment management firm led by Jeremy Reif, CRPS® and Jere Smith, CFP®, CLU®. With advanced credentials and training in retirement planning and financial planning, Jeremy and Jere specialize in helping pre-retirees and retirees pursue financial independence. Their mission is helping clients successfully transition and live in retirement without feeling burdened by financial stress or uncertainty. Based in Wausau, Wisconsin, Point Wealth serves clients throughout the state, including in Marshfield, Stevens Point, Minocqua, Eagle River, Appleton, Green Bay, and Eau Claire. To learn more, visit http://pointwealthmanagement.com and connect with Jere and Jeremy on LinkedIn.

Securities offered through TCM Securities, Inc, member FINRA/SIPC. Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Point Wealth Management, TCM Securities, Inc. and RWA are not affiliated.

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