Retired or Near Retirement
Retirement isn’t a one-time decision. It’s a series of ongoing decisions in a new chapter of life. By working with North Point, we can help you pursue the things that matter most.
Our typical client is:
Does this sound like you? Let's explore working together.
Frequently Asked Questions
- Investment management
- Charitable giving strategies
- Roth conversion analysis
- Net worth statement preparation
- Tax return preparation
- Tax projections & tax minimization strategies
- Customized financial plan
- Insurance strategies
- Estate planning strategies
Our goal is to deliver a multiple of the value on the fee you pay. We believe in a transparent and straightforward fee structure that’s based on either a tiered advisory fee paid through your investments or a monthly engagement fee billed to you directly.
Ask North Point Advisor
Didn’t find the answer to your question? Contact us with any questions via the link below.
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We offer a no-cost 30-minute consultation to help answer your questions, and learn more about you, the people in your life, and what you want to achieve.