Know your story.®

All too often in planning, entrepreneurs and affluent family groups are asked to make big decisions lacking the raw material you need to make great decisions.

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Finally, urgency aligns with your desired outcomes, not abstract transactions.
We hear from all stakeholders at the onset. Anything else is inefficient.

WHY WEALTHPOINT?

Much of the industry comes to your planning table armed with something we call The Partial Presumption

It’s a limited perspective driven by a silo of expertise or a shiny object of solution.

WEALTHPOINT ADDRESSES

You and your longstanding advisors can sense something’s missing.

There’s too much at stake with your wealth, your business and your relationships to risk faltering. So, you abandon the process and back away from the table.

In our experience, unspoken truths take up more space in professional relationships than spoken ones.

To help you make great decisions, we must mutually commit to deep discovery at the onset of our work.

Know your story® is our unflinching three-layer commitment to:

1

Help you get to instinctual clarity about how you’d like your story to play out from here forward.

2

Take the time and have the respect to hear the full story of all of the stakeholders in the process before recommending or expecting any action.

3

Be mutually transparent. If we expect you to bare the soul of your life’s work, it should be mutual. Ask us anything you’d like about our business model, fees, compensation or conflicts of interest.

Clients tell us that for the first time, urgency is tied to their desired outcomes, not abstract transactions. And, they finally have relevant metrics for decision-making.

Our Practice

Our industry specialized professionals can help you with:

  • New Life Insurance Acquisitions
  • Large/Jumbo Case Management
    • 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
  • Qualified Leverage Strategy (QLS)
  • Private Placement Life Insurance (PPLI)
  • 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

The Numbers

(MT + MO) x TPOP = QR

(Mutual Transparency + Mutual Ownership) x The Pulse of Progress = Quantifiable Results

Areas we help our clients

We help our clients overcome three distinct challenges

NEXT STEP

Still Wisdom

Get back to the instinctual decision-making you know and trust.

Learn More

Learn your options.

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