Action Point Financial, Wealth Management, Conflict Free and Low Cost Investment Financial Planning

Investing a significant chunk of your net worth into the equity of a single company carries …

Name

Phone

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Which oversized stock position(s) do you own?

Are the shares owned in a retirement account(s), or after-tax brokerage?

Retirement account (i.e. 401k, IRA, Roth IRA, etc.)

After-tax brokerage (i.e. Trust, Joint, Individual)

I'm not sure

Approximately what % of your net worth is held in the concentrated position?

Fiduciary Financial Advisors

Action Point Financial is an independent, fee-only wealth management firm founded on the core principles of conflict free and low cost investment advice and financial planning for investors. Want a Financial Advisor focused on your retirement instead of their own? Welcome to Action Point.

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Financial Advisors on the Fiduciary Financial Advisors team work remotely with clients across the US and the globe. However, you can find a Financial Advisor that will meet you in person at any of these locations near you:

Ann Arbor, MI

Chicago, IL

Detroit, MI

Fort Wayne, IN

Indianapolis, IN

Grand Rapids, MI

Holland, MI

Huntsville, AL

Kalamazoo, MI

Spring Lake / Grand Haven / Muskegon, MI

Springfield, IL

Lansing, MI

Naples/ Marco Island, FL

Savannah, GA

Ventura, CA

Fiduciary Financial Advisors is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

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Concentrated Single Stock Holders