OUR SERVICES


Our service model was designed for today’s occupied person who wants the personalized attention of a dedicated wealth manager with the convenience that automation brings.

Sensitivity to your time is paramount. As such, our advisors and team are trained to operate in as efficient a manner as possible to eliminate unnecessary steps that cost you time and slow down the process.

Everyone has different needs; however, over our decades of experience we’ve found that individuals in the following categories typically are served best by these services:

 

 

  Investment
Management
Tax
Planning
Charitable
Planning
Financial
Planning
Retirement
Planning
Risk
Management

About to retire, or already retired?

X X X X X X

Experiencing a life event

X     X   X

Seeking guidance on a particular topic

  X   X   X

 

 

 


FINANCIAL PLANNING


 

As you strive to grow your personal net worth, the financial challenges you face become increasingly complex. Financial planning is a broad term used to convey the notion of working with analytical models to define a plan that evolves as you journey through life. Financial planning encompasses many different disciplines such as tax, charitable, and retirement strategies.


Retirement-Planning
 

 

Retirement Planning

 

Retirement planning is the process of evaluating your current financial standing and creating a strategy to help ensure that you achieve your desired retirement lifestyle. Through this process, we match your goals with financial realities, always with a focus on providing you with a lifetime of income after you retire. 


Charitable-Strategies
 

 

Charitable Strategies

Charitable planning allows you to make important decisions about how your assets can be used to support the causes and organizations that you believe add value to your community. What legacy do you want to leave to the world? 


Tax-Planning
 

 

Tax Planning

Especially for high-income earners, navigating your tax situation can be overwhelmingly complex. Do you really want to face this alone?

Our advisors will work with you to assist with intelligent management of your tax planning, which may include strategies such as optimizing efficiency using tax-deferred or tax-free vehicles, managing tax-loss carryforwards, tax harvesting, and optimizing unrealized gains or losses on concentrated positions.

Viewpoint Financial Network does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.