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Wealth Planning Services

What makes First Point Comprehensive Wealth planning Unique?

Customized Team Approach.
Every individual is different and every financial plan is different. We offer a customized team approach to wealth management, focused on building personal relationships and understanding your unique needs and ambitions. We work with you to develop a Personal Investment Policy Statement tailored to match your tolerance for risk and your goals for income, liquidity and return.
 
Exclusive Service.
First Point Financial Planning is designed and tailored for clients with investable assets. By focusing on Wealth Management clients at this level, we can provide the highest level of attention and service for each client.
 
Retirement Income Planning Professionals.
As you approach retirement, it is important to work with someone who has your best interests at heart and understands your retirement goals. As a First Point Financial Planning client, you will receive personal, customized solutions based on careful analysis and sound planning from a Certificated Financial Planner (CFP). Our advice is designed to help clients avoid costly mistakes that are so easy to make before and during retirement and help determine the appropriate development and management for your retirement plan.
 
Benefits of Working with a First Point Financial Planner
• Experienced investment portfolio advice
• Proven strategies for effectively building and preserving wealth
• Simplification of your financial life
• Recommendations based on your goals
• Retirement income distribution advice
• Confidence
• Financial empowerment to assist you in pursuing your goals and managing your resources to allow you more time to spend doing the things you enjoy
 
 
 
Resources
 
 
For more information or to schedule a meeting:
Phone: 515-663-3052
Richard.Nelson@LPL.com
 

 
 
 
 
 
 
 
 
 
 
 
Investment Products:
Are not bank guaranteed. Are not insured by FDIC or any government agency. Are not deposits. May lose value.
Securities and Insurace Products are offered thorugh LPL Financial and its affiliates.  Member FINRA/SIPC.
What Banking Should Be.