Need a Consultation?
Need a Plan Review?
Something's Gone Wrong
Time for a Second Opinion
When you are faced with decisions about your hard earned money it is imperative to get a second opinion. It does not need to be with the APS™ but be rigorous in your homework. Ask questions, search for information and above all don’t just trust someone or some company with your life’s net worth.
There are so many different kinds of advisors pitching/helping clients with the topic of “asset protection” and because of this, the advice given can be dramatically different (and many times wrong). If you look for help from one advisory group (such as practicing attorneys), the advice will likely be dramatically different than another group (such as financial planners).
Wealth Preservation needs a strategy before moving forward
Identifying what the potential problem areas could be in your financial life is the first step to a solid asset protection plan. Assess where you are today.
Asset protection is protecting your wealth from anyone or anything that can take your money
Stock Market Protection
The stock market when it declines can be a major blow to your financial life
Knowing your options & understanding legal tax strategies
Real Estate Protection
Real estate and investment property needs to be properly titled
Is there really a way to quantify your risk?
“Acceptable” Risk tolerance is different depending on who you ask. Ask an advisor who recommends stocks, mutual funds, and indexes, and you’ll get one answer.
The risk questionnaire use a unique blend of risk capacity and risk tolerance preferences.
Many clients are unknowingly invested in direct opposition to their capacity.
Personal Risk Score
How much can you afford to lose for your life situation and goals?
Risk Analysis Engine
All assets and investment portfolios are analyzed and scored.
Successful Wealth Preservation Starts With Planning
Mindful Planning Goes a Longway
There are obvious creditors and ones that most don't consider.
We look wealth preservation from a global perspective crossing through your entire financial life.
- Software as a Service
FIVE powerful software programs to help advisors, provide better and more suitable advice while at the same time allowing advisors to market themselves better and close more sales.
- Business and Finance
OnPointe Software today is an extension or personal assistant of the advisor client relationship. Long gone are the days of frustrating software experiences.