Once we present your plan and decide to move forward, our team moves into execution and puts the strategy to work. This includes implementing our investment approach, adjusting or rebalancing your existing plans to match your established risk tolerance and retirement timeline, establishing any new accounts needed, and engaging other professionals as needed (e.g. insurance brokers, CPAs, estate planning attorneys, etc.)
You’ll also enjoy the many benefits of being a StrategicPoint client with weekly market updates, client-exclusive events, and actionable, proactive announcements regarding social security, tax legislation, RMDs, and other variables that could affect you.