Who We Serve:
Clients Juggling Family Goals
You Have a Lot to Balance
We’ll help you prioritize your next steps and stay organized
Ready to tackle investing, retirement goals, and college planning?
Get the insights and objectivity you need from our experienced wealth management and financial planning experts.
We Can Help You By:
- Funding college savings accounts
- Maximizing retirement plan contributions
- Evaluating your insurance needs
- Assisting with your estate plan
Fund Your
College Savings
Accounts
The key is to start early to take advantage of compound growth and choose the right account based on your situation. Start by estimating future college costs and setting a savings goal early—even small amounts add up over time.
Consider tax-advantaged accounts like 529 plans, which allow your money to grow tax-free when used for qualified expenses.
Automate contributions, take advantage of compound growth, and explore grants or scholarships to maximize the impact of every dollar saved.
Maximize Your
Retirement Plan
Contributions
We can help you review your retirement plans, compare options, and align them with your shared goals. We will assess company-sponsored plans, identify employer matches, and evaluate available investment choices.
With personalized guidance, we help you set a suitable investment strategy—balancing risk, time horizon, and income needs—and advise where new contributions should be invested to maximize growth and tax benefits, so you can make informed decisions and maximize every retirement dollar.
Evaluate
Your Insurance
Needs
Our advisors take a comprehensive look at your financial life to identify gaps and risks you might not see.
We evaluate your current insurance policies and personal situation, then recommend tailored coverage to protect you from life-changing events—like illness, disability, or loss of income.
By ensuring you have the right types and amounts of insurance, we help provide financial security and peace of mind, so you and your loved ones are prepared for the unexpected.
Assist With
Your Estate Plan
Our advisors help you understand the importance of a comprehensive estate plan by explaining what it covers—and what it doesn’t.
We stress the critical roles of a will, health care proxy, and power of attorney in protecting your family’s future. These documents ensure your assets are distributed according to your wishes, healthcare decisions are made if you’re incapacitated, and trusted individuals can act on your behalf.
This guidance provides clarity, security, and peace of mind for you and your loved ones.
Start the Process With StrategicPoint
Ready to Get on Track?
We’re here to help you find answers your key questions, prioritize
your responsibilities, and approach the future with clarity.
RESOURCES
Education and Thought Leadership from StrategicPoint
