Take Control and
Retire With Confidence
Optimize your financial journey with a
collaborative partner by your side
As featured in
Do You Wonder…
Is My Financial Life on Track?
Life changes quickly. Retirement may be around the corner. You may be wondering, is my financial situation aligned properly? For example…
- How much can I spend in retirement?
- When should I be taking Social Security?
- Am I saving in the right places?
- Do I have adequate insurance coverage?
- What's the most efficient way to transfer my wealth?
- Do I have choices with how to take my pension?
Welcome to Strategicpoint Investment Advisors
Financial Advisors Focused On Helping You Achieve Your Life's Goals
Our collaborative team approach helps maneuver through the tough questions you need the answers to. Gain the confidence you need to start achieving your life's goals and retire on your terms.
An independent RIA that
provides unbiased advice
Collaborative planning
to enhance informed
decision making
A legally bound fiduciary
with your best interests
top of mind
What we do
Investment Managers Who Focus on Financial Planning
With a focus on financial planning, we will help you understand your investments, your entire financial picture, and will work with you to optimize decision making. We offer a full suite of wealth management and financial planning services so you can feel in control and confident in the steps to attain both your short-term and long-term financial goals.
Investment
Management
You’ve worked hard to build your savings. That’s why our investment management process is the centerpiece for your financial goals.
Retirement
Income Planning
Feeling confident about when you can retire is an important goal. We discuss your aspirations, run the numbers, and help you plan your best path to retirement.
Tax Planning
Just as your financial plan is unique to you, so is planning for your taxes. We’ll work with you to find strategies that align with your financial plan.
College
Funding
Planning for college can seem daunting. We’ll work with you to create realistic savings goals for college and then identify the best places to save.
Generational
Wealth Transfer
Being able to share your wealth with others can be rewarding. Whether passing on your wealth to loved ones or to your chosen charities, we will work with you to strategize the best approach.
Insurance
Analysis
Our careful evaluation of your insurance needs helps lay the groundwork for your financial stability. We’ll help ensure that you and your family are protected against life’s unexpected challenges.
WHO WE SERVE
Helping Those Planning for Retirement
or Experiencing Life Changes
Life changing events can seem daunting, but with an experienced partner by your side, you can face the change
confidently. We are passionate about creating a customized plan no matter where you are in life.
Juggling Family Goals
Overwhelmed with prioritizing competing goals? If you’re ready to tackle saving, retirement and college planning, get the insights and objectivity you need from experienced wealth managers.
Approaching Retirement
Tap into wealth management expertise as you refine your retirement calculations, plan for health care costs, and explore social security options.
Life Changing Event
When you’re compelled to make major financial decisions, by choice or by chance, we’re here to help guide you with a steady hand.
Living in Retirement
Planning doesn’t stop once you’re in retirement. It’s nice to know you have a reliable wealth management team in your corner to advise you through the ever-changing landscape.
Our Process
Interested in working with StrategicPoint?
Whether you've worked with an advisor before or new to the
experience, learn more about how our process works.
RESOURCES
Education and Thought Leadership from StrategicPoint
Take Control, Feel Confident,
& Retire on Your Own Terms
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