Financial Planning
The financial planning process can often make people feel overwhelmed as they don't know where to start or what steps they should take next. The Point 32 Financial Planning Roadmap is designed to help clients easily answer the following quesions:
- Where am I currently in my financial planning process?
- Where should I be headed next?
- How do I get there?
Asset Management
One-size-fits-all is a concept that just doesn't work with asset management- you are unique and your portfolio should reflect that. At Point 32 Investment Partners, we pride ourselves on building relationships with each of our clients so that we can create and customize a diversified portfolio that takes their specific circumstances and needs into consideration.
Estate Planning
The most common misconception of estate planning is that only people who have a lot of assets or wealth need it. The reality is that no matter how large or small, everyone has an estate that needs a plan for passing down to the next generation. As your financial planner, we will work closely with your attorney to develop an estate plan that includes all the components that fit your needs.