Wealth Advice Done Right
How We Serve
We’ve designed Inflection Point Wealth Advice to make sure you get all of the advice, guidance, and execution you need and none of the things you don’t.
We believe that core financial planning – including retirement strategies, cash flow planning, and general high-quality financial advice should be “givens” today.
We also believe that three additional areas of focus provide the highest return on the advice you receive.
Effective Tax Strategy
Including projections, lifetime reduction analysis, preparation, and overall strategy coordinated with other areas of your life.
Dependable Investment Management
Following a time-tested, rules-based approach that focuses on after-fee and after-tax returns while syncing up with your goals, timeframe, and tax strategy.
Detailed Economic Self-Defense
Making sure you are protected from the low-probability-but-high-impact events that could occur while ensuring everything is properly tilted, owned, protected, and documented.
A Process You Can Trust
Before we give tax advice, discuss investment strategy, or work through an economic preparation plan, we establish a baseline of where you are now and where you’re going.
We run through your retirement goals and projections, cash flow, education, and insurance needs and compile an overall plan.
Once these items are complete, we have a foundation on which to go into the major items of impact: tax planning, rules-based investment management, and deeper economic self-defense/protection.
When we bring it all together, it’s about making sure no stone is left unturned, no opportunities are missed, and no risks are left exposed.
If you do that, and you follow a disciplined, rules-based approach and monitor and adjust as needed, we believe you set yourself up for long-term success.
