Who We ServeFebruary 10, 2017
By Jere Smith, CFP®, CLU®, Financial Advisor at Point Wealth, LLC
Often, wealth management firms claim to be everything to everyone. But at Point Wealth, we believe our clients deserve specialized advice and personalized attention. Rather than provide as many services as possible to as many people as we can reach, we prefer to serve a specific group of clients and tailor our services to fit their needs. This allows us to dedicate more time to each client so we can build strong, trusted relationships.
So who, you may ask, do we work with? We specialize in working with down to earth workers who value the assets and 401(k) plan they’ve worked hard to build. As they approach retirement, they want to ensure they can maintain their comfortable yet conservative lifestyle and not worry about running out of money.
Many of our clients are strong believers in different faiths, so they seek financial strategies that encompass both their family values and financial needs. As conservative spenders and investors, they understand the important role an advisor can play in their life and are willing to listen to their advice. We also work with a number of women who seek an advisor they can trust to assist them with conservatively investing their assets and saving for retirement.
As many of our clients are based in our local Wisconsin communities, we work with a number of professionals, managers, and experts, and specialists in the insurance, manufacturing, and medical industries. As a result, we’re well-versed in the retirement plans and financial goals of employees at Greenheck, Aspirus, Church Mutual, 3M, and Liberty Mutual.
Our Clients’ Needs
Some of the most common questions we get from clients include:
- Will I have enough money in retirement?
- How will I pay for healthcare costs?
- Do I need long-term care insurance?
- How can I minimize my taxes?
- How can I lower the risk in my investments?
- When can I retire?
- How can I leave a legacy to my loved ones?
- Which investments make sense for my situation?
- Are annuities an appropriate option for me?
People who come to work with us often feel overwhelmed by all the options available to them. They may worry about stock market volatility, taxes, insurance, or the future of their estate. Regardless of their specific concerns, many of them boil down to a common desire: knowing they are doing the best the can with the money they have to live a life most important to them.
Services We Provide
We provide specific services based on each client’s individual circumstances and goals. These services include:
- Comprehensive financial planning
- Risk management (including life insurance, long-term care insurance, and annuities)
- Money management
- Retirement income planning
- Blueleaf account aggregation
- Asset protection strategies
- Strategic retirement planning
- Estate planning
- Portfolio management
Depending on our clients’ preferences, we can help them oversee all of their financial affairs, or we can help them with a specific focus, such as rolling over their 401(k) or establishing their insurance needs.
Why Clients Work with Us
Based on feedback we’ve received, we believe there are several reasons clients choose to work with us.
For one, we do all we can help to help our clients feel more confident about their retirement and at ease when they think about the future. Because we handle many of the details of their financial strategies, they don’t have to worry about their investments, stock market performance, or making big financial decisions alone. They can focus on what they love because they know a team of professionals is overseeing their finances.
If this sounds like you, we invite you to set up a time to discuss your questions and concerns. We can see how we may be able to help you and determine if we are a good fit for one another. To get started with a consultation, email us at firstname.lastname@example.org or call our office at 715-870-2450 today.
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 FORTUNE.com. Based in Wausau, Wisconsin, Jere serves clients in multiple states. To learn more, visit http://pointwealthmanagement.com or connect with Jere on LinkedIn.
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Point Wealth Management and RWA are not affiliated.