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Our Services
How We Can Help You
Besides Investment Management, we also offer comprehensive Financial Planning and Insurance Services.
Investment Management and Beyond
You’re working hard to build your savings. That’s why our investment management process is the centerpiece for your financial goals.
Click on each stage to learn more.
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Learn more about our Investment Philosophy and what makes us different.
A Holistic Approach to Financial Planning
Your financial life isn’t confined to your investments. Many of life’s milestones-buying a home, starting a family, sending kids to college, entering retirement-are rooted in financial planning. That is why we take a holistic approach when we help you plan and prepare for the future.
Developing a Strong Financial Foundation
Examining each facet of your current financial situation is vital to developing your personal plan of action. We will facilitate the implementation of your plan, monitor it on an ongoing basis, and make any necessary adjustments to your strategy.
Evaluating Your Insurance Needs
Our careful evaluation of your insurance needs helps lay the groundwork for your financial stability. We will work with you to help ensure that you and your family are protected against life’s unexpected challenges.
Passing On Your Wealth
Being able to share your wealth with others can be very rewarding. Whether preparing to pass on your wealth to loved ones or making gifts to your chosen charities, we will work with you to maximize those transfers while incorporating strategies that also benefit your estate.
Forecasting for Retirement
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. We then develop sensible and tax-efficient withdrawal strategies for supporting your retirement lifestyle.
Risk Management and Insurance
Insurance protection plays an integral role in helping safeguard a well-rounded financial plan. StrategicPoint offers insurance services to accommodate your needs at every stage of life.
Our careful evaluation of your insurance needs helps lay the groundwork for your financial stability. We will work with you to help ensure that you and your family are protected against life’s unexpected challenges.
Depending upon where you are in your life, we will make sure that you know what the appropriate amount of coverage is for your current needs. By analyzing your current coverage, we will make recommendations on the cost, the amount of coverage and the type of insurance that fits your needs.
The forms of insurance that we frequently advise on are:
Life
Insurance
Disability
Insurance
Long Term Care
Insurance
Annuities
Investment Management and Beyond
You’re working hard to build your savings. That’s why our investment management process is the centerpiece for your financial goals.
Click on each stage to learn more.
Close
Learn more about our Investment Philosophy and what makes us different.
A Holistic Approach to Financial Planning
Your financial life isn’t confined to your investments. Many of life’s milestones-buying a home, starting a family, sending kids to college, entering retirement-are rooted in financial planning. That is why we take a holistic approach when we help you plan and prepare for the future.
Developing a Strong Financial Foundation
The first step in the development of your financial plan is establishing a strong foundation. Our initial evaluation will cover the basics such as budgeting, emergency reserves, consumer and mortgage debt analysis and savings strategies. We will facilitate the implementation of your plan, monitor it on an ongoing basis, and make any necessary adjustments to your strategy.
Evaluating Your Insurance Needs
Our careful evaluation of your insurance needs assists us in supporting your financial stability. We will work with you to help ensure that you and your family are protected against life’s unexpected challenges.
Planning for College
Saving for your children’s education can be both challenging and rewarding. Developing a plan early and spreading out the financial commitment over time will allow you to balance current and future obligations. We will work with you to help set realistic college funding goals and help select the 529 plan that’s right for you.
Saving For Retirement
Saving for retirement is a lifelong process; saving early and with consistency is key to reaching your long term goals. We will customize a plan to help confirm that you are saving enough, using the right savings vehicles and choosing the right investments that fit into your personal plan.
Risk Management and Insurance
Insurance protection plays an integral role in helping safeguard a well-rounded financial plan. StrategicPoint offers insurance services to accommodate your needs at every stage of life.
Our careful evaluation of your insurance needs helps lay the groundwork for your financial stability. We will work with you to help ensure that you and your family are protected against life’s unexpected challenges.
Whether you’re just starting out or building wealth, your family’s insurance needs will be primarily determined by your outstanding debt (mortgage), your future obligations (college and retirement) and income replacement. We will provide an independent review of your current policies to make sure you have the proper type of insurance, the right amount and that it’s cost effective.
The forms of insurance that we frequently advise on are:
Life
Insurance
Disability
Insurance
Long Term Care
Insurance
Annuities
Investment Management and Beyond
You’ve worked hard to build your savings. That’s why our investment management process is the centerpiece for your financial goals.
Click on each stage to learn more.
Close
Learn more about our Investment Philosophy and what makes us different.
A Holistic Approach to Financial Planning
Your financial life isn’t confined to your investments. Many of life’s milestones-buying a home, starting a family, sending kids to college, entering retirement-are rooted in financial planning. That is why we take a holistic approach when we help you plan and prepare for the future.
Analyzing Your Financial Life
At this stage of your life, it is critical to determine if your retirement plans are on track. We will work with you to closely monitor your portfolio and adjust risk accordingly. We will help you create a long term plan in the hopes of preserving your assets.
Evaluating Your Insurance Needs
Our careful evaluation of your insurance needs helps lay the groundwork for your financial stability. We will work with you to help ensure that you and your family are protected against life’s unexpected challenges.
Passing On Your Wealth
Being able to share your wealth with others can be very rewarding. Whether preparing to pass on your wealth to loved ones or making gifts to your chosen charities, we will work with you to maximize those transfers while incorporating strategies that also benefit your estate.
Planning for Retirement
There are many important decisions to make when you are approaching or entering into retirement. Before retirement there are pension and Social Security options to analyze and consider in addition to identifying your lifestyle goals. As you enter retirement, you will need to enact income strategies to provide for your needs while considering the eventual transfer of your wealth on to your loved ones.
Risk Management and Insurance
Insurance protection plays an integral role in helping safeguard a well-rounded financial plan. StrategicPoint offers insurance services to accommodate your needs at every stage of life.
At this stage of your life, you’ve saved for retirement and it’s likely that your insurance needs have shifted. While earlier in your life you may have been concerned with college funding and income replacement, you are now focused on protecting your legacy and transferring wealth in a tax efficient way. We work with you develop a plan to help protect your retirement savings should you require long term care planning.
The forms of insurance that we frequently advise on are:
Life
Insurance
Disability
Insurance
Long Term Care
Insurance
Annuities
Our Advisors
You will work with a dedicated team of financial advisors and client service professionals with years of experience and value.
What Makes Us Different?
Taking a Holistic
Approach
Our holistic approach integrates your investments with financial planning techniques to help guide you towards financial independence.
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Investing for Your Future
As the financial landscape has grown in complexity, we believe a flexible and tactical approach to investing is necessary to help reach your goals.
Putting Your
Interests First
While there are many qualified financial advisors, only advisors held to a fiduciary standard are required to put your interests above all else.
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