WealthPoint Legacy Planning Achieves Results With Unique Process
Published: July 14, 2010
At WealthPoint, we are a caring and motivated team of professionals who are driven to serve you and your family’s very best interests, all while being sensitive to the emotional and psychological layers that are often entwined within a client’s estate plan. We are exceptionally skilled at navigating difficult and sometimes emotionally charged issues to arrive at a strategically sound solution for you, your family, and your company.
Our staff is made up of skilled professionals with the experience and education to help our clients sort through a wide range of difficult issues. What differentiates WealthPoint from other planning firms are not just the strategies, tactics or techniques we suggest, it’s the questions we ask. Even more important, we listen to the answers. We help our clients to identify clear objectives that act as the foundation and road map of each individual plan. We ensure that the plan that is presented and ultimately implemented is your plan – not ours.
Furthermore, wealth transfer planning often ignores the next generation. All too frequently they are not prepared for the responsibility of managing significant amounts of wealth and the complicated decisions that come along with it. The end result is poorly prepared heirs, financial disputes or a lack of clarity over the future of family businesses. WealthPoint has specific expertise in helping families design, coordinate and implement strategies that address multi-generational wealth transfer concerns.
