Charterpoint Wealth Strategies Team Daniel Odenbach, CLF® Partner | Business Specialist(608) 785-0514DOdenbach@FinancialGuide.com Learn more Joel Dettwiler, ChSNC® Partner | Financial Planner(608) 518-4265JDettwiler@FinancialGuide.com Learn more Freeman Linde, CFP® Partner | Financial Planner(608) 518-4261FLinde@FinancialGuide.com Learn more Aaron Kupinski Account Executive | Investment Assistant(608) 518-4260AKupinski@FinancialGuide.com Learn more Michael Myers Financial Planner(608) 518-4262MichaelMyers@FinancialGuide.com Learn more Join Our Team Interested in Switching Firms or Becoming a Financial Planner?Call or Email Dan Odenbach Learn more CPAs Working with your existing CPA, or introducing you to an outside CPA we trust, we will work with your tax professionals to design your Tax Planning*. Learn more Estate Attorneys We can help you develop your estate plan*, but we will need attorneys to write up the documents and verify the plan. We can work with yours, or introduce you to one we trust. Learn more Insurance Brokers The RIGHT insurance is an important part of a Financial Plan. We've partnered with an Insurance Brokerage to provide you access to dozens of companies to get the best value. Learn more Our Financial Planning Process 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.