Are you open to a unique approach for investing, planning for retirement, or getting financial planning help? Then you've come to the right place.
Action Point is a full service wealth management and financial planning firm focused on helping you make better investments and plan for the future. Our menu:
*We measure the relative cost for our clients by looking at our highest fee clients and comparing the annual cost versus the industry average as determined by the third party research group, Price Metrix. We maintain and strive to maintain going forward that we have zero clients with a fee higher than the industry average as determined by the annual Price Metrix study. To discuss specific fee levels for your personal situation, please contact an Action Point Advisor.