What We Do
Investment Managers Who Focus on Financial Planning
HOW WE HELP
Optimized
Decision-Making
With our approach, we will help you understand your entire financial picture and work to optimize your 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.
- Determine retirement spending
- Analyze timing of Social Security
- Identify ideal savings vehicles (401k, ROTH, etc.)
- Provide insurance assessment
- Facilitate the execution of your estate planning goals
- Establish pension strategies
WHAT YOU GET
A Full Suite of Wealth Management
& Financial Planning Services
Building up your savings can be challenging, which is why we believe our investment management process should live at the center of your financial plan. Creating this comprehensive investment plan starts with a discussion about risk as well as your thoughts about the balance between the preservation and growth of your assets.
While the recommended portfolio model may change over time based on tactical advantage, once you and your advisor decide on your investment approach, your advisor will craft a plan to execute and monitor your investments. StrategicPoint is constantly conducting independent research on economic and market conditions and will adjust portfolios accordingly.
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.
Just as your financial plan is unique to you, so is planning for your taxes. We’ll work with you to optimize the value of your investments and charitable gifts and recommend strategies that align with your financial plan.
Planning for college can seem daunting. Utilizing a 529 plan can help you save for higher education in a tax-advantaged way and provides tax-deferred growth, generous contribution limits, attractive investment options, and professional investment management.
Being able to share your wealth with others can be rewarding. Whether preparing to pass on your wealth to loved ones or making gifts to your chosen charities, we’ll work with you to maximize those transfers while incorporating strategies that also benefit your estate.
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.
RESOURCES
Personal Finance Topics
that Matter Most
Stay informed on personal finance topics that are important to you with our blogs, weekly & monthly email newsletters, and white papers. Check here regularly for our insights, updates, and commentary to help keep you up to date on financial news.
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WHAT YOU CAN EXPECT
A technology-backed
process for comprehensive
decision-making
Make better decisions with the facts. Our robust technology
will enable you to review exactly where you are and most
importantly, where you want to go.
Explore More
Understand Our
Fee Structure
See the
StrategicPoint
difference
Featured Resources
Surviving Spouses: More Flexibility on How to Commingle Retirement Accounts Means More Decisions to be Considered.
Making financial decisions after a spouse dies can obviously be overwhelming. Grief can cloud judgment, unfamiliar responsibilities may arise, and complex paperwork can...
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Find Out How We Can Help You
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experience, learn more about how our process can help you.
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