The StrategicPoint Financial Check-Up

The Problem

Most of us may not want to go through a lengthy financial planning process that can cost thousands of dollars. As a result, many of us may be completely ignoring our financial health in these tough economic times.

The Solution

The StrategicPoint Financial Check-Up is an impartial and detailed review and analysis of your financial situation. The Check-Up provides advice for all the pertinent areas of your financial life in a timely and affordable manner.

The Benefits

With the StrategicPoint Financial Check-Up, you will receive a working, written financial plan which will provide action steps to help you increase the odds of achieving your financial dreams and goals.

The StrategicPoint Financial Check-Up includes the following:
-Executive Summary
-Asset Profile
-Retirement Plan/Wealth Forecasting (with desired and alternative scenarios)
-Insurance Overview (Life, LTC, Disability)
-Education Funding
-Risk Assessment Questionnaire
-Morningstar Investment Layout

The Process

· Register online or call 1-800-597-5974 to schedule your free initial meeting
· Complete a risk assessment and financial planning questionnaire so we can understand your financial planning goals and determine your risk tolerance
· StrategicPoint Investment Advisors will help take care of the rest!

The Cost

$495

If you decide to engage our Investment Management services within a year of your Check-Up, a portion of this fee will be credited towards your investment management fee.