SERVICES BEYOND YOUR INVESTMENTS

At WakePointe Wealth, in addition to offering comprehensive investment advice and guidance, we also provide a broad range of additional services to help you and your loved ones now and in the future.

Tax planning Strategies

  • Strategies for managing Federal and State taxes 
  • Future tax considerations
  • Strategies for managing timing of income or deductions​
  • Capital Gains management strategies

Estate planning Strategies

  • Beneficiary designation and titling​
  • Estate document review
  • Legacy planning
  • Family meetings

Financial services ​

Cash flow and net worth ​

  • Net Worth​ Statement
  • Managing cash flow​
  • Liquidity​ assessment
  • Liability​ management
  • Home purchase​


Protection Planning​

  • Life insurance needs​
  • Income protection planning​
  • Long-term care coverage​
  • Health insurance in retirement​
  • Auto, home and personal liability​
  • Business liability coverage​
  • Workplace benefits


Retirement planning​

  • Goal-based retirement planning
  • Government programs - Social Security, Medicare and pensions
  • Employer provided programs (401(k), deferred compensation​)
  • Distribution options and strategies​
  • Required minimum distribution planning​
  • Sustainability of retirement income

*LPL Financial and Wakepointe Wealth Advisors do not offer legal or tax services.