Broker Check

Financial Planning Services

At Charterpoint Wealth Strategies, we provide expert assistance in the following areas:

Current Position Planning

  • Cash Flow Strategies
  • Money Market Accounts
  • Debt Management
  • Debt Reduction Strategies
  • Goal Achievement
  • Net Worth

Investment Planning

  • Brokerage Accounts
  • Advisory Accounts
  • 529 Savings Plans
  • Mutual Funds
  • Exchange Traded Funds
  • Variable Annuities
  • Asset Allocation
  • Diversification Strategies
  • Rebalancing

Retirement Planning

  • Traditional IRAs
  • Roth IRAs
  • 401(k)s
  • SIMPLE IRAs
  • Social Security Strategies
  • Retiring Early
  • Retirement Income Strategies

Insurance Planning

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance
  • Health Savings Account

Tax Planning*

  • Tax Deferred Investments
  • Retirement Taxation
  • Capital Gains Strategies 
  • Health Savings Account Strategies

Estate Planning*

  • Estate Transfer Strategies
  • Last Will & Testament
  • Power of Attorney
  • Health Declarative
  • Transfer on Death
  • Trusts

Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.