Creating A Plan For Today

Financial Personal Risk Assessments

The first step in becoming a West Point Business Group client is to complete a "Financial Strategies" survey. This extensive financial analysis helps us determine the assets you have (annuities, insurance policies, investments, etc.) to compare with your financial goals for the future including:

  • Time horizons
  • Asset Class preferences
  • Rebalancing guidelines
  • Personal risk tolerance
  • Legacy planning

Every client has a unique definition of how they would like to utilize and enjoy their wealth. Ultimately, our aim in this assessment is to better understand you and your financial goals. With that understanding, we can build a personalized "Financial Strategy" to get you there.

Financial Mapping

There is no one-size-fits-all solution in wealth management, and no two financial maps are the same. After careful consideration of the financial and personal goals outlined in your "Financial Strategies" meeting, we will present a detailed financial map that can encompass any or all of the following elements:

  • Retirement and Qualified Plans
  • Estate Preservation and Tax Planning strategies
  • Investment planning
  • Annuities
  • Education funding
  • Life Insurance
  • Long-term Care insurance

Using the West Point Business Group "Financial Strategies" system, we will discuss the positives of your current situation and the recommended alternatives needed in your financial plan to reach your objectives.

With the plan in place, we will implement a timeline with established priorities including check-points, continuous monitoring, and follow-through coordinating with your other current financial counsel for a fully integrated approach.

Assett Management Services

By objectively evaluating your current investment portfolio and goals outlined in the "Financial Strategies" analysis, West Point Business Group can determine the asset mix that meets the objectives for you and your family. After this evaluation, we will recommend how to create an efficient financial plan available for your stage of life.

Risk Management

With the volatility of the past decade, the importance of risk management has never been greater. Properly mitigating your personal risk involves a variety of tools including; Dynamic Asset Allocation*, Portfolio re-balance, life insurance planning, and estate planning.

*Asset allocation and diversification do not ensure a profit or protect against loss.


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