Too often in financial services, courting begins based on the specific agenda that a new advisor brings to the table.
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We help you navigate wealth the same way you naturally do your best thinking.
You’ll arrive at unshakable gut instincts about what matters most.
WHY WEALTHPOINT?
The perspective seems limited, yet it’s impossible to discover what’s missing from conversation.
Uncertainty about their motivations, and your desired outcomes, can leave you guarded about what to disclose.
WEALTHPOINT ADDRESSES
Decision-making
In contrast, Still Wisdom honors the fact that your big decisions are inseparable from who you are as a person.
Confident decision-making is driven by unshakable gut instincts about what matters most.
Desired Outcomes
We begin every potential relationship with deep intellectual curiosity to uncover what everyone at the table desires.
Subconscious layers of bias peel away and give rise to pinpoint wisdom about desired outcomes. It’s that place of instinctual decision-making you know and trust. That’s why we call it Still Wisdom.
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™
- Succession and Exit Planning
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
NEXT STEP
Instinct Verification
See the upside and downside of any decision before you make it.
