Wealth Advice Done Right
It’s Time For Better
We created Inflection Point Wealth Advice because we believe clients deserve better. Better advice. Better results. Better attention. Better lives.
We help clients create strong, solid, strategic plans that cover all of the areas of their financial lives that matter while cutting out all the things that don’t (and simply add cost to you). You’ll find we do things differently from the industry, but that’s because we make it all about you.
We created this firm for those who believe the financial advice they receive should be all-encompassing, measurable, results-oriented, and delivered fairly and expertly.
What We Believe
Strategic Wealth Planning Through Life’s Inflection Points
We’re Inflection Point Wealth Advice
The Values That Guide Us
If we believe the same thing and share the same values, there’s a good chance we’ll work well together. Here’s what drives us – personally and professionally – every day.
Freedom
We work to create economic and time freedom for those we serve.
Integrity
We do the right thing now and keep our word to clients and ourselves.
Responsiveness
We operate with intention, respond quickly, act fast, and always follow through.
Meaningfulness
We do meaningful work that inspires and makes a difference for our client-families.
Where We Add Value
How We Serve
Those with a plan and system in place do better than those without. Through strategic planning and execution, we cover the “table-stakes” of financial planning while focusing on the three areas that have the biggest impact in your financial life.
Strategic Wealth Planning
Strategic wealth planning starts with your core values and long-term purpose. It then maps out your generational goals and the milestones along the way while leveraging unique financial strategies to accelerate and protect your path. It is a method to track your most important indicators and map out action items each quarter. We believe this helps you reach your inflection points quicker and safer than you would otherwise.
Effective Tax Strategy
Effective Tax Strategy goes well beyond getting your taxes done right. It is long-term and outcome-focused planning designed to reduce taxes over your lifetime so you have more wealth left to fund your personal and generational legacy goals.
Dependable Investment Management
Dependable investment management goes against the grain of the financial industry. We believe this helps to stack the odds of better outcomes significantly in your favor. We look to provide certainty in your approach with a minimum amount of effort and costs so you wisely build and maintain assets over decades (and even generations).
Detailed Economic Self-Defense
Detailed economic self-defense extends beyond the traditional financial risk management of being properly insured, having wills, powers of attorneys, living wills, trusts, and other legal documents in place. It’s about being proactive and prepared for various economic risks and situations so you can focus on the things you care most about in life, knowing you have taken steps to increase your own financial security.
How We Work
Simple Process. Effective Outcomes.
Our process is designed to help us get to know you and your financial situation on a personal level. This enables us to anticipate your needs, answer your questions quickly, and develop a financial strategy uniquely tailored to your individual situation.
Connect and Learn
We’re introduced or otherwise connected for a brief-but-thorough visit where we learn about your values, purpose, goals, and current strategies.
Strategize
Determine
Once we’ve had the chance to get to know each other and strategize together, we determine if there is sufficient potential value to partner together formally.
Partner
If we’re a fit, we talk about implementation and ongoing, quarterly execution to accelerate your way to your inflection points.