Our proactive approach to client service is all about saving you time and providing you with a feeling of confidence.
This structure means we can meet all your financial needs, eliminating the complexities associated with working with more than one company.
At Financial Pointe, we believe in truly understanding your entire picture before developing a sound financial plan. By discussing your financial goals, timeframe for results, and risk upfront we can devise a better strategy for your unique situation. We’ll take a look at things such as:
Current insurance coverage
As needed, we can help coordinate the financial planning process with you and other professionals such as attorneys, accountants, mortgage brokers, and property casualty insurance agents.
There’s one common thread at the root of our investment services: You.
By understanding your current situation, investment objectives, and any unique challenges you face, our team will determine which risk/return profile best describes your tolerance for risk and provides a strong framework from which all your future financial decisions can be made.
As a Financial Pointe investment client, you can rest easy knowing your portfolio is continuously monitored and periodically rebalanced. This process helps us make sure your investments are constantly aligned with your long-term risk and return objectives.
Investing involves risk including the potential loss of principal. No investment strategy including asset allocation can guarantee a profit or protect against loss in periods of declining values. Rebalancing investments may cause investors to incur transaction costs and, when rebalancing a non-retirement account, taxable events will be created that may increase your tax liability. Rebalancing a portfolio cannot assure a profit or protect against a loss in any given market environment.