FINANCIAL PLANNING

LISTEN. SET GOALS. CREATE A PLAN. IMPLEMENT. ACHIEVE.

share your financial journey with us

At EntryPoint, we start with listening and learning about each of our clients. We seek to understand your feelings about money, investments, and your wealth so that we can be enable you to achieve your goals. As Fiduciary Financial Planners, we always act in your best interests and never earn commissions or revenue based on the decisions you make. Our advice is always based on our expertise as to what is the best strategy for you.
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LATEST INSIGHTS

Quarterly EntryPoints: Q3 2023

Quarterly EntryPoints: Q3 2023 With year-end fast approaching, now is a great time to review your investment portfolio, retirement goals, and assess year-end tax planning opportunities. Here are the 3 key points from Q3 that you need to know regarding investment markets so you can achieve more successful results in 2024. Point 1: The Magnificent…

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Stories from ’23 Tax Season

Stories from ’23 Tax Season One of the wisest men in the history of our society said, “The hardest thing in the world to understand is the income tax.” And I will agree with Albert Einstein. Over my tenure advising clients, I have realized that there are few sources of actionable advice that help individuals…

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3 Thoughts on Preparing for Retirement

3 Thoughts on Preparing for Retirement Retirement is what you make it. That said, the magnitude of planning for retirement is often underestimated. It requires you to reevaluate and adjust your outlook on life–both positively and sometimes negatively. Throughout my career as a financial advisor, I have helped thousands of clients transition from working into…

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Family Reviewing Financial Plan Portfolio

It’s a Journey

“IT’S A JOURNEY” I have been working with Individuals my entire life related to their finances. Initially, it started a young boy working in the family tax office through the last 8 years as a successful Wealth Advisor for a major brokerage firm. I have worked with many people over the years from all economic…

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other areas of expertise

INCOME TAX PLANNING

Our first financial planning initiative is to understand our clients tax situation and the impact that income tax will have on their financial plan. At EntryPoint, we work with business owners, independent consultants, and employees so we understand the unique tax planning situations that exist for each of these individuals.

Our goal is that through our partnership, we can find certain tax strategies to implement that will better your tax situation and help you achieve more.

COMPLEX TAX SITUATIONS

We are also well versed in highly complex tax planning where we are helping our clients to achieve multiple objectives at the same time. When helping clients retire, we sometimes use 401k specific rules that will benefit their situation such as the 55-year rule and NUA. (Net Unrealized Appreciation, Frank Duke Method) We have helped clients sell property and defer capital gain taxes through 1031 exchanges.

We also consult with highly compensation executives to navigate their corporate benefit structures helping them to get the most benefit from their Equity Incentive and Deferred Compensation plans.

WORKING TOWARDS RETIREMENT

Working towards retirement is a common goal that every investor we work with was trying to achieve at one time. There are many questions in this goal: How much should you save? How should you invest? What accounts should you save in? We start with our clients creating a retirement plan in our financial planning software to establish a baseline.

Year over year, we adjust this plan, targeted savings amounts, and your investment assets to help you achieve your desired retirement date.

LIVING IN RETIREMENT

Hopefully, with any luck, we will all have an opportunity to enjoy “Living in Retirement.” Our process for working with clients in retirement is to provide confidence on your plan, help you recreate your paycheck, and enable you to pursue your passions. Additionally, we review Social Security elections, Medicare options and taxes, Pension Elections, and other complex retirement decisions.

LIFE PLANNING

You have aspirations and goals that you want to achieve, we believe that it is our role to create a dynamic relationship helping you to achieve these objectives. We hope that through our partnership and conversations, we provide an uncovering of your true ambitions and passions.

LEGACY PLANNING

We use various Estate Planning strategies to ensure that your legacy is transitioned as to your wishes and accomplishes your chosen impact for your future generations and other causes requires preparation and attention.

INSURANCE PLANNING

Utilizing the correct amount about coverage to protect your assets and income is critical to ensure proper financial planning. We play a vital role ensuring that your insurance needs are met through objective and fee only analysis of the types of policies you truly need.

LET'S ACHIEVE MORE, TOGETHER.

Our goal for you is that through our partnership, we create a calm in your financial life enabling you to engage in the more important aspects of your life. Contact us today to start your financial journey.