Retirees

Retiring with Confidence and Clarity

We believe that simplicity is the highest form of sophistication. At Point Wealth Management, our mission is to get in the trenches with our clients. Turning your assets into income in retirement can be confusing and detailed, but by sharing our expertise and executing consistently against a clear strategy, we help our clients answer questions like:

  • How do I know if what I’ve saved will last me all the way through retirement?
  • How do I protect myself against market volatility and losing all that we’ve worked hard to save?
  • We want our money to do more than provide a comfortable retirement. How can we transition assets responsibly and efficiently to leave a legacy?

In addition to our full suite of wealth management and financial planning services, we will provide:

  • Guidance in Determining the Income You Need in Retirement
  • Analysis of Your Balance Sheet to Create Tax & Investment Efficiency
  • Navigate the Details of Social Security & Advise on Best Practices
  • Review potential strategies for pension maximization
  • Discuss Estate & Trust Strategies to Maximize Your Legacy
  • Proactively Manage & Distribute Your Retirement Income