At SharpePoint Private Client Group, we help you identify and define the retirement you envision, and develop strategies to help you pursue your life, however you may define it. We take a comprehensive approach to financial planning, creating strategies that incorporate investments, retirement planning, asset and tax management, insurance and estate conversions unique to your own situation.
As we create your unique plan, we learn about your goals, your investment history and risk tolerance. This helps us offer insightful guidance to strategically manage and protect your assets. Once you are satisfied with the plan we propose, we implement your strategy and make adjustments as the financial landscape changes or your priorities or goals evolve over time. Most importantly, we simplify the demands of managing your wealth to enable you to devote more time to your personal endeavors and your loved ones.
Whether you are in the accumulation phase or have already retired, a sound strategy is critical to helping you meet your retirement income needs, desires and expenses, maintaining lifestyle choices and priorities, ensuring that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving and other goals.