Indianapolis-based WealthPoint Advisors serves high net-worth individuals, retirement plans, corporations and non-profit organizations, providing a personalized, systematic approach to wealth management.
Investing can be an emotional battle between fear and greed, and reacting to current events or short-term market moves can be detrimental. By structuring a solid asset allocation that meets an assumed level of risk, emotion can be mitigated to help lead to a successful investment experience. Part of our value is found in the perspective needed to ensure our clients maintain a disciplined, academic approach to investing.
We believe everyone deserves quality advice and direction when it comes to their finances. We also believe each person’s situation is unique, and a one-size-fits-all approach is not the answer. That is why we take the time to get to know our clients and provide personalized advice that fits your specific needs and goals. We understand that financial complexity can arise at any time, and we’re here to help you no matter where life takes you.
Building a Foundation
You’re already seeing success. Perhaps you have that entrepreneurial spirit and started your own business, or completed an advanced degree that will propel you to great things. One way or another, your career is really taking off, but that comes with some added complexity and financial decisions you might need help with.
Engaged? Married? Starting a family? Buying a home? Getting a promotion or new job? These are all milestones to be proud of. Of course, they also have a huge financial impact. You see the value in having second set of eyes to help make sure you’re doing everything right.
There aren’t enough hours in the day for you to be able to work toward your professional goals, spend time with your family and friends, pursue your hobbies, and worry about your financial well-being. If only someone could take the weight off your shoulders.
You know you need a plan, but where do you begin? How do you balance saving for the future with living for today? Where should your next dollar be invested? You’ve got a lot on your plate already, and they didn’t teach you about most of this stuff in school. It would make sense to collaborate with a professional to ease today’s stresses and develop a plan for your future.
As you’ve noticed by now, it’s not easy balancing work, family, and your finances. It’s hard enough to figure out the right investment plan that can get you to retirement, let alone make sure you’re doing everything in the most tax efficient way. You’d also like to help your kids pay for school down the road. And you’ve barely even thought about insurance and estate planning. It would be nice for someone to take a holistic look at your situation and take the weight off your shoulders.
Your business is a part of who you are, which has made you very successful. However, between your business and your busy family, you don’t have a lot of time to focus on your personal finances. You want to be sure you’re set up for retirement on your terms. Maybe you’ve even considered evaluating a retirement plan for your employees. When you do retire, you want to make sure your succession plan goes smoothly. It would be incredibly valuable to work with someone who could help you navigate those decisions, so you could focus on the things you love most.
You’re established in your career, which comes with perks. Higher income may provide new investing, retirement planning, and tax planning opportunities. Employers may offer more complex benefits like stock options. This is all great, but how does it fit into your cohesive plan? When can you actually retire? You’d like a professional to help you make sure all these things can work together to accomplish your goals.
Professionally you take care of your patients, and personally you take care of your family, but who is taking care of you? You’ve achieved a lot in life, but along with that has come added financial complexity, which you simply don’t have time for. You’d love for someone to guide you along this financial journey so you can focus more on caring for those around you.
You’ve accumulated a lot of “stuff” but need help organizing it into an actual plan. It would be nice to have someone help you with decisions regarding Social Security, Medicare, future healthcare costs, and your complicated pension. Investment risk keeps you up at night, and you’d love for someone to take a look at your portfolio to make sure it’s on track to last.
Congratulations! All that hard work over the years has paid off. Still, there are many planning opportunities, especially in your 60s. You aren’t sure how to most efficiently use all the money you’ve saved, or if it will really be enough to support all your big plans. You’d appreciate someone who would take a look at your situation, avoid bad decisions that would derail your retirement, and make sure you continue to live your best life.
You and your family are proud of everything you have, but you don’t want them to have to worry once you’re gone. You aren’t sure if you have an appropriate estate plan in place to make sure things get passed to the next generation without getting too complicated. You might have put something together a while ago, but it’s outdated. If someone could assess what you have, put it in plain English, and work with an attorney to make sure it’s actually what you want, that would be very valuable.
Giving back is very important to you. You’re in a place financially that enables you to help the people, groups, and organizations that have meant so much to you over the years. However, you have some questions about the financial impacts of giving. You’d feel better if someone helped you decide how much you can afford to give, and how to give in the most financially efficient way, benefiting both you and your favorite charities.