The StrategicPoint Financial Check-Up
The Problem
Most of us may not want to go through a lengthy financial planning process that can cost thousands of dollars. As a result, many of us may be completely ignoring our financial health in these tough economic times.
The Solution
The StrategicPoint Financial Check-Up is an impartial and detailed review and analysis of your financial situation. The Check-Up provides advice for all the pertinent areas of your financial life in a timely and affordable manner.
The Benefits
With the StrategicPoint Financial Check-Up, you will receive a working, written financial plan which will provide action steps to help you increase the odds of achieving your financial dreams and goals.
The StrategicPoint Financial Check-Up includes the following:
• Executive Summary
• Asset Profile
• Retirement Plan/Wealth Forecasting (with desired and alternative scenarios)
• Insurance Overview (Life, LTC, Disability)
• Education Funding
• Risk Assessment Questionnaire
• Morningstar Investment Layout
The Process
• Register here or call 1-800-597-5974 to schedule your free initial meeting
• Complete a risk assessment and financial planning questionnaire so we can understand your financial planning goals and determine your risk tolerance
• StrategicPoint Investment Advisors will help take care of the rest!
The Cost
$300 per hour, with a minimum of two hours billed.
If you decide to engage our Portfolio Management services within a year of your Check-Up, a portion of this fee will be credited towards your investment management fee.
StrategicPoint Investment Advisors, LLC is a federally registered Investment Advisor and is affiliated with StrategicPoint Securities, LLC, a federally registered broker-dealer and FINRA/SIPC member.
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