From: Andrew H. Friedman For many years, trusts have been the province of the wealthy, mysterious vehicles used to escape taxes and preserve assets for future generations. And for couples…
Read More
What Sets Us Apart
Part 3 of a 4 part series Provided by Ryan F. Barradas and Tim Young In our previous articles in this series we discussed the entrepreneur’s need for a decision-making…
Part 2 of a 4 part series Provided by Ryan F. Barradas and Tim Young In our last article we defined succession and exit planning as a process that facilitates…
Part 1 of a 4 part series Provided by Ryan Barradas and Tim Young What is succession and exit planning? It’s a process that helps to facilitate one of two events…
M Member Firms are entrepreneurial, fiercely independent, and understand that consistently exceeding client expectations is the true measure of success. WealthPoint is a Member Firm of M Financial Group. Recently…
PHOENIX, December 20, 2013 – WealthPoint, a leading provider of succession, exit and wealth transfer planning to entrepreneurial family groups and affluent clients throughout the U.S., announced today they have…
For Immediate Release Media Contact: Chris Fiscus (602) 254-7312; ChrisFiscus@mosesanshell.com PHOENIX, February 13, 2013 – WealthPoint, LLC, a leading provider of succession, exit and wealth transfer planning to affluent clients…
Happy New Year. We begin this year as we ended the last – approaching another cliff. To start the year off right, Andy Friedman appeared yesterday on CNBC to discuss the ramifications…
Market Trend: Beginning in 2013, a new 3.8% Medicare tax will apply to certain investment income, and income taxes generally may increase if the Bush tax cuts expire. Thus, individuals…
For hundreds of years, affluent families have been guided by their advisors to steward their material assets. Attorneys, CPAs, investment and insurance advisors and financial planners all come to the…
