Complexity is Optional

For entrepreneurs and affluent family groups, complexity is the by-product of success. What if it wasn’t?

Everyone to whom we’re referred shares a common struggle.

Success hasn’t made things simpler. Instead life has become more complex. Uncertainty lingers on the sidelines. If I continue down the path I’m on, will I get where I want to go?

It’s logical to point fingers

at the technical realms as the source of unease. Conversations around accounting, legal, finance or insurance escalate the minutia and one of two paths prevail.

You either step away from the topic stopping short

of meaningful progress, or you do the least amount possible and go back to the busyness of life.

Complexity is a manmade obstacle.
It’s created by people and process.

That which has been introduced can likewise be eliminated.
Advisors love great planning, in fact, we’re often planning geeks by nature.
For entrepreneurs and families, planning should happen in the background.
It’s what other people do after you make a decision.

At WealthPoint, we take you out of the traditional planning process and invite you into a decision-making process.

We replace complexity with leadership, helping you arrive at pinpoint wisdom about your desired outcomes. We collaborate intentionally and real-time with your trusted, longstanding advisors.

Know your story® is a decision-making model that simplifies your most daunting wealth-based choices, and eliminates the day-to-day minutia harbored by tremendous success.

know your story diagram
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know your story diagram

Our Practice

Our industry specialized professionals can help you with:

  • New Life Insurance Acquisitions
  • Large/Jumbo Case Implementation
    • Policies in Excess of $65 Million
  • Life Insurance Review and Market Study
  • Comprehensive Life Insurance Exit Analysis
  • Premium Financed Life Insurance
  • Life Settlements
  • PartnersFinancial/NFP – Member Firm
  • Private Placement Life Insurance (PPLI)
  • Retirement Asset Maximization Plan (RAMP)
  • Know your story.® Unique Process
    • Succession and Exit Planning
      • Family Business Succession
      • Employee Stock Ownership Plan (ESOP)
      • Insider Transaction
      • Sale to Key People
    • Wealth Transfer Planning
    • M&A Preparation
      • Value Maximization Strategies
    • Proprietary Financial Modeling Tool - IV™

Executive Benefits

  • Non-Qualified Deferred Compensation
  • Supplemental Executive Retirement Plan (SERP)
  • Phantom Stock Plans or Stock Appreciation Rights (SAR)
  • Executive Compensation, Governance Consulting Services and Surveys
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