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Legacy Planning

At 3 Point Wealth Strategies, the first priority is helping you take care of yourself and your family. Years of experience prepare and guide you as you plan for your life transitions.  Long-term relationships are valued at 3 Point Wealth Strategies. By being 100% independent, I can help you pursue a financial plan with guidance & advice which strives to help you make informed decisions.

Estate management is about preserving the assets you've spent a lifetime building. It’s about protecting your spouse, children, or other heirs and ensuring that your assets are distributed how and when you want them to be.

Schedule an appointment and let’s take a look at your strategy and help you make sure you have considered critical documents that can be a part of your estate planning.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
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Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.
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A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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