How We Deliver Financial Planning, Life and Wealth Management
Our advice extends beyond the numbers
Discussing finances is one of the most personal and private conversations people can have. It involves your dreams and your goals, as well as, who and what you value. We know it’s impossible to create an investment or financial plan without really understanding the person for whom we are preparing it for.
By focusing on what’s most important to you, we come up with solutions that are tailored to your life. We help you organize your priorities and take action.
At Protection Point Advisors, we customize our plans to fit YOUR life, not the other way around. We not only manage finances, but more importantly we manage our clients’ concerns, hopes and financial goals. Our clients have come to expect excellence from Protection Point Advisors and we want you to expect more than you ever have from a wealth management firm.
How we track your performance
What if we could put all of your family’s investments on one page, track their performance against each other, and have it automatically updated every day? Consider it done! Even if the accounts are at different investment companies, banks, credit unions, and/or an employer’s 401k, this is just one of the many services we offer. It’s a great way to check on the performance of all your accounts and to better understand your net worth. And if you are one who appreciates fine detail, we have up to 75 reports that can be run that will help you to see the individual positions that make up these accounts. In addition, the reports analyze expected income, review past transactions, and contain information about asset allocation and understanding risk.
We let you hold your assets and get your statements from these custodians:
- Charles Schwab
- Fidelity Investments
A Staff That Cares
- We seek a standard that goes far beyond your expectations.
- Therefore we empower our staff to find solutions to your problems, financial or otherwise.