Planning For Tomorrow

Education Funding

Funding an education can mean much more than choosing the right 529 plan. West Point Business Group will help determine the best savings plan for you and your child, but also consider proper savings for full expenditures of a college education including living expenses, books, travel abroad, and unpaid internships.

Long-Term Care Insurance

"They say that age is all in your mind.  The trick is keeping it from creeping down into your body." - Author Unknown

When planning for retirement, people like to focus on what financial assets they need to live comfortably into old age. As much as we all want to be impervious to illness, more than 9 million Americans needed long-term care last year - that is more than half of the population over age 65.

The diagnosis of conditions including stroke, cancer, MS, Parkinson's, Alzheimers, etc. can cause your cost of living to skyrocket and completely derail your financial plans. Medical and assisted living expenses can possibly eliminate your savings and cause strain on your family and loved ones.

According to the National Advisory Center for Long-Term Care Insurance, in 2010 the average cost for a year of long-term care was more than $75,000 and it is expected to rise to over $300,000 annually by 2030.

Pivotal to wealth management is ensuring that you are protected in these situations. West Point Business Group can help to preserve your independence and ensure a tax managed income stream, through long-term care insurance.

Retirement Savings

West Point Business Group will work with you to create or evaluate your existing investment strategies. We are committed to working with a variety of different financial service providers to compile a solution that is uniquely suited to you. Asset review, rebalancing, and tax minimization strategies are all part of the services offered by West Point Business Group. 

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