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OUR RETIREMENT PLANNING PROCESS

At Focus Point Wealth Management, we’re here to help you achieve simplicity and confidence during your retirement years. Our signature FOCUS planning process is a guide that will help you pursu e your goals. We will work together to create a plan that is right for you!

F

FOCUS

Our financial plan is designed to help you focus on your hopes, dreams and passions for your retirement years. We will discover your strengths, opportunities, and challenges to pursue these goals and clarify WHO we are and WHAT we do to see if we are a good fit.

O

ORGANIZE

Our PEAK Financial Plan Workbook will help you organize your dreams and provide a diligent review of your current financial resources.

C

CREATE

Once we have all the information organized, we will create a customized strategy to make your dreams a reality by addressing your specific goals and concerns so you can enjoy retirement to the fullest. Your custom plan will explore when you can retire, where your money will come fromfromand how long it will last. This will include:

  • Income Structuring
  • Investment Strategies
  • Tax Strategies
  • Long -Term Care Planning
  • Legacy Planning
  • And Much More!

U

UTILIZE

Utilizing our custom program, you will soar into retirement with confidence that you can focus on your goals.

S

SERVE

It doesn’t end there! When you become a client, you become part of our family. We will be there to help you every steps of the way. Whether it is education, client events, or annual account reviews we will guide you through retirement with ease.

READY TO FOCUS ON YOUR RETIREMENT?

CONTACT OR VISIT FOCUS POINT WEALTH MANAGEMENT TODAY!

Janet M. Stanley, CPA, PFS

128 N. 6th Street, Suite B

Windsor, CO 80550

970.686.5636

staff@focuspointwm.com

www.focuspointwm.com

Securities and investment advisory services offered through Woodbury Financial Services, Inc., (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Focus Point Wealth Management, LLC is independent of WFS.