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Individuals & Families
http://www.wealthpointadv.com/who-we-serve/individuals-a-families
Our clients are our greatest assets. 8335 Allison Pointe Trail, Suite 135 Indianapolis, IN 46250,. Have I saved enough. The amount you THOUGHT was a good goal when you were 30 may be woefully short. Let us help you maximize your savings. Indianapolis-based WealthPoint Advisors serves high net-worth individuals, providing a personalized, systematic approach to wealth management. We pride ourselves on the long-term relationships we develop with our clients that begins with a five-step, 90-day process.
Rotator 3
http://www.wealthpointadv.com/rotator-3
Our clients are our greatest assets. 8335 Allison Pointe Trail, Suite 135 Indianapolis, IN 46250,. No pressure let’s just chat about how your investments are doing. When the markets turn as volatile and confusing as they have over the past few years, even the most patient investors may come to question the wisdom of the investment plan that they've been following. A cup of coffee, and a second opinion. Either way, the coffee is on us. For a meeting with one of the owners please contact our Client Service...
Brent Walker
http://www.wealthpointadv.com/brent-walker
Our clients are our greatest assets. 8335 Allison Pointe Trail, Suite 135 Indianapolis, IN 46250,. BRENT WALKER, CFP , PRESIDENT. Brent is a member of the Sertoma Club of East Indianapolis and has served as Treasurer, President and Chairman of the Board. He has also served as President of the IU Kelley School of Business Alumni Association-Indianapolis. He is also a member of Holy Spirit at Geist Catholic Church and is President of the Holy Spirit Men's Club. 8335 Allison Pointe Trail, Suite 135.
Michael Skehan
http://www.wealthpointadv.com/michael-skehan
Our clients are our greatest assets. 8335 Allison Pointe Trail, Suite 135 Indianapolis, IN 46250,. MICHAEL P. SKEHAN, CPA, PFS, SENIOR ADVISOR. In 1997, Mike earned the designation of Personal Financial Specialist from the AICPA. Mike remains a member of both organizations. In 1999, Mike was awarded the Public Service award for outstanding service in his community by both the INCPAS and the AICPA. 8335 Allison Pointe Trail, Suite 135. Indianapolis, IN 46250,. Send us a message. Powered by Citrix ShareFile.
Video Library
http://www.wealthpointadv.com/video-library-83786
Our clients are our greatest assets. 8335 Allison Pointe Trail, Suite 135 Indianapolis, IN 46250,. Welcome to our video library! A CFP or a Financial Planner? Why do you need a CFP? Financial Planning: Helping You See the Big Picture. 2013 Broadridge Investor Solutions, Inc. When Should You Start Receiving Social Security Benefits? 2013 Broadridge Investor Solutions, Inc. Rising Interest Rates and Your Portfolio. 2013 Broadridge Investor Solutions, Inc. Long-term Capital Gains Rules and Rates.
WealthPoint’s Process
http://www.wealthpointadv.com/about-us/wealthpoints-process
Our clients are our greatest assets. 8335 Allison Pointe Trail, Suite 135 Indianapolis, IN 46250,. Now what do I do. Had all your eggs in one basket? Let us give you a hand diversifying your assets. Do you ever go on vacation without a roadmap or directions? Or a plan of what you are going to see and do? Not likely, but most investors do not have a written investment plan, which is the roadmap for investing. Here is how we can help:. Step 1: Getting to know you. Step 2: The right investment allocation.
Lynn Thompson
http://www.wealthpointadv.com/lynn-thompson
Our clients are our greatest assets. 8335 Allison Pointe Trail, Suite 135 Indianapolis, IN 46250,. LYNN THOMPSON, CLIENT SERVICE ADMINISTRATOR. Lynn serves on a planning board for organizing and administering the annual Indianapolis Walk with Us to Cure Lupus medical research fundraiser. She and her husband actively attend Life Church Indianapolis. 8335 Allison Pointe Trail, Suite 135. Indianapolis, IN 46250,. Send us a message. Powered by Citrix ShareFile.
About Us
http://www.wealthpointadv.com/about-us
Our clients are our greatest assets. 8335 Allison Pointe Trail, Suite 135 Indianapolis, IN 46250,. Wealth Managers with Expertise and Experience. WealthPoint Advisors was established in October 2009 by Indianapolis investment management veterans Michael Skehan, CPA/PFS, and Brent Walker, CFP. Read more about our team. The wealth management professionals of WealthPoint Advisors rely on more than 60 years of combined experience to counsel individuals, businesses and non-profit organizations.
Fee Only
http://www.wealthpointadv.com/about-us/fee-only
Our clients are our greatest assets. 8335 Allison Pointe Trail, Suite 135 Indianapolis, IN 46250,. Fee-Only vs Commission-Based Financial Planners. Fees DO matter; higher fees erode returns and reduce the value of an investment. The wealth management professionals of WealthPoint Advisors rely on more than 60 years of combined experience to counsel individuals, businesses and non-profit organizations. Subscribe to Our Newsletter. Click Here to get your Newsletters from WPA. Indianapolis, IN 46250,.
Blog
http://www.wealthpointadv.com/blog
JUser: : load: Unable to load user with ID: 68. JUser: : load: Unable to load user with ID: 66. Our clients are our greatest assets. 8335 Allison Pointe Trail, Suite 135 Indianapolis, IN 46250,. Monday, 31 August 2015 00:00. Playing Politics in Your Portfolio. Be the first to comment! Tuesday, 04 August 2015 00:00. Estate Planning for Your 18th Birthday! Be the first to comment! Tuesday, 07 July 2015 00:00. An Annuity for Everybody? Be the first to comment! Monday, 15 June 2015 00:00. Many people debate ...
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WealthPoint: Financial advice for everyone
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Home - Wealthpoint.info
Where strategic wealth and divine connection intersect. Line Of Credit Request. 6 C’s Of Commercial Credit. You are here: Wealthpoint.info. You Couldn’t Ask For A Better Financing Partner! Commercial Office Property Financing $5M Min. Special Use Properties : Veteran Housing Financing. Multi Family Acquisition, Rehab and Refinancing $2M Min. Health Care Construction And Acquisition Financing. Mix Use Retail Property Financing $2M Min. Developer Construction Financing $5M Min.
Home - Wealthpoint | Ethical Financial Businesses and Professionals
401(k), IRAs and Roth IRAs. Impact of Social Security. Creating an Investment Portfolio. Simple Rules for Investing. Investment and Tax Planning. Managing Credit and Debt. Credit Cards and Bad Debt. Saving, Spending and Borrowing. Life and Long-term Care Insurance. All About Auto Loans. Payday and Unsecured Loans. What if I Pay More Every Month? Real APR of a Mortgage Loan. Paying off Credit Card Debt. Cost Effective Marketing Tool. Search by Category or Location. City and State, or Zipcode. 0) , Mortgage.
wealthpoint.portal.tamaracinc.com
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WealthPoint Advisors Fee-Only Wealth Management Services
Our clients are our greatest assets. 8335 Allison Pointe Trail, Suite 135 Indianapolis, IN 46250,. Have I Saved Enough? The amount you THOUGHT was a good goal when you were 30 may be woefully short. Let us help you maximize your savings. Read More. No pressure let’s just chat about how your investments are doing. Read More. Now what do I do? Had all your eggs in one basket? Let us give you a hand diversifying your assets. Read More. A Team of Experience. Indianapolis-based WealthPoint Advisors provides f...
WealthPoint Financial Services
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Wealthpoint Financial Group, LLC > Home
Brentwood, TN 37027. 160; Our Approach. 160; Our Team. 160; Contact Us. 160; Market News and Quotes. 160; Stock Research. Learn more about our philosophy of doing business, and the commitment we make to our clients. Click here to begin the process of becoming a client and finding your personal Wealthpoint. Wealthpoint Financial Group is soley dedicated to the practice of wealth creation and preservation. Our CERTIFIED FINANCIAL PLANNER. Investment advisory services are available only to residents of:.
WealthPoint Investment Management | Home
How We Can Help. A Full Service Firm. We offer comprehensive wealth management services. We believe in a tactical approach, not a passive approach, that addresses our views and opportunities in the markets. We build customized portfolios for each clients based on their own personal needs and objectives. We believe it is important to understand what our clients own in their portfolio in order to properly evaluate the risk. We work with you to create customized strategies that address your personal needs.
