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Financial Planning Services

At Charterpoint Financial we provide advice and assistance in the following areas:

Current Position Planning

Current Position Planning

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

Investment Planning

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

Retirement Planning

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

Insurance Planning

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

Investment Accounts

  • Traditional IRAs
  • Roth IRAs
  • 529 Savings Plans
  • Health Savings Accounts
  • Advisory Accounts
  • Brokerage Accounts
Tax Planning*

Tax Planning*

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

Estate Planning*

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

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

Special Needs Planning

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

*Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.