Our Services
Gro
wthPoint Advisors combines the resources of investment management, financial planning, and estate preservation into an intentional plan that can be adapted to whatever challenges emerge in life.
There are many investment vehicles we can recommend if appropriate to help meet your financial needs. Our approach to planning incorporates your insurance needs in addition to your investments.
We offer our clients a variety of services including:
- Comprehensive Financial Lifestyle Planning
- Legacy, Estate, and Philanthropy Planning
- Tax Minimization Strategies
- Asset Management
- Risk Management and Asset Protection
- Portfolio Management Reporting
- Retirement Income Planning utilizing insurance products
Coordinated Planning Is Key
GrowthPoint Advisors does not provide legal or tax advice. However, we work closely with our clients’ trusted professionals – lawyers and CPAs – to integrate their legal, tax and financial plans. We have referred many of our clients to Stein & Higgs, PLLC. While our companies are unaffiliated, we have worked closely together to help our mutual clients structure custom estate plans suited to their individual needs. GrowthPoint Advisors and Stein & Higgs, PLLC function to serve clients independently in their respective professions. However, when issues overlap, our mutual clients benefit from our coordinated, holistic solutions.