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

  • Asset Allocation
  • Diversification Strategies
  • Rebalancing
  • Mutual Funds
  • Exchange Traded Funds
  • Variable Annuities

Retirement Planning

  • Social Security Strategies
  • Retirement Income Strategies
  • Medicare Strategies
  • Two Dimensional Income

Insurance Planning

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

Investment Accounts

  • Traditional IRAs
  • Roth IRAs
  • 529 Savings Plans
  • Health Savings Accounts
  • Advisory Accounts
  • Brokerage Accounts

Tax Planning*

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

Estate Planning*

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

Business Planning

  • Group Benefits
  • Business Strategies
  • 401(k)s, 403(b)s, SIMPLE IRAs
  • Group Health Insurance
  • Group Term & Disability Insurance
  • Succession Planning
  • Deferred Compensation
  • Executive Bonuses

Special Needs Planning

  • Life Care Plan
  • Letter of Intent
  • Special Needs Trusts
  • Government Benefits
  • ABLE Accounts

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.