November 20, 2024 - North Point Advisor Group

The Sequence of Returns and How It Can Change Your Life

Market volatility can negatively impact new retirees more than any other investor group. Let’s discuss ways to preserve your portfolio during the early distribution phase of retirement.

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Our Locations

Altoona, WI

903 S Hillcrest Parkway Altoona, WI, 54720

Mahtomedi, MN

748 Wildwood Road Mahtomedi, MN, 55115

Professionals associated with North Point Advisor Group, LLC may either be (1) registered representatives with, and securities offered through LPL Financial, member FINRA/SIPC and offer investment advice through Great Valley Advisor Group, a registered investment advisor; or (2) solely investment advisor representatives of Great Valley Advisor Group, and not affiliated with LPL Financial or (3) solely tax professionals of North Point Accounting & Tax (DBA North Point Advisor Group) and not affiliated with LPL Financial. The LPL Financial registered representative(s) associated with this site may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offer may be made or accepted from any resident of any other state

Day: November 20, 2024

The Sequence of Returns and How It Can Change Your Life

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For inquiries contact

Our Locations

Altoona, WI

Mahtomedi, MN