WealthPoint Announces Financial Modeling Service to Advisor’s Clients

PHOENIX, February 13, 2013 – WealthPoint, LLC, a leading provider of succession, exit and wealth transfer planning to affluent clients throughout the U.S., announced today they are making their proprietary financial modeling tool, IV^™,  available to their legal, tax and wealth management partners for use with their clients.

WealthPoint’s new service line will allow advisors to have access to the IV^™ modeling tool for their clients, which was previously exclusively available to WealthPoint consulting clients. “IV^™, which stands for Instinct Verification, and is also a very intentional play on the word intravenous, provides a main line to the information clients need to make big decisions confidently.” said WealthPoint Managing Partner, Ryan Barradas.

The financial modeling tool helps clients see exactly where they are at in relation to macro goals in several areas of their financial life – financial independence, spousal security, estate transfer, business valuation, cash flow objectives and more.   In addition to establishing a credible baseline, the tool allows clients to evaluate the impact of their current planning, entity structure, etc. verses alternatives and then stress test it under various economic conditions and assumptions.  “We believe the only way to help clients make confident progress is through a careful process of Instinct Verification.” said Director of Business and Tax, Bailey Tocco, CPA.

“Affluent and/or entrepreneurial family groups instinctually know that a plan is only as good as the day you make it so any planning needs to be stress tested. No assumptions are 100% accurate so we do extensive financial modeling to test various unknown twists and turns their life will take after execution, including but not limited to ‘worst case’ scenarios,” said WealthPoint partner Tim Young. “Without this, smart people might move forward in planning for a little while, but when it comes time to execute they back away from the table. There’s simply too much at stake with their wealth, their business and their relationships to risk faltering.” said Barradas.

For a flat fee WealthPoint will model a client’s current situation layering their business and personal cash flows and balance sheets integrated with their current entity structure and planning strategies. Advisors can now provide their clients clarity and the assurance they need with the process WealthPoint has perfected with its own consulting clients. Through a streamlined process, WealthPoint will provide clients with access to their dynamic modeling tool along with an Executive Summary report describing their findings, strengths and weaknesses in the client’s current estate, business and financial planning strategies.  Clients will also meet with one of WealthPoint’s Partners and their Director of Business and Tax. In addition to baseline financial modeling, WealthPoint will provide continued scenario modeling, brainstorming and consulting at a blended hourly rate.

About WealthPoint, LLC

WealthPoint, LLC is headquartered in Phoenix, Arizona and specializes in providing a holistic approach to succession, exit and wealth transfer planning. WealthPoint serves affluent families and middle-market, family-owned and controlled companies throughout the United States. The company’s unique process combines thorough discovery, collaborative and flexible solutions, and an unbridled commitment to implementation and on-going support. WealthPoint is an Affiliate firm of M Financial Group, one of the nation’s premier financial services design and distribution companies, serving the ultra-affluent and corporate markets through an exclusive network of more than 125 of the nation’s most successful and innovative financial services firms. More information is available at www.wealthpoint.net.