* PriceMetrix is an independent, third party group which conducts an annual review of the investment management industry. The referred to report is the 2014 'State of Retail Wealth Management' which Action Point Financial Planning, LLC believes to be accurate but is subject to correction for error. Action Point is not responsible for the research conducted and investors should do their own research regarding investment fees and expenses. For more information about PriceMetrix or their published research reports, please visit www.pricemetrix.com
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.
Action Point Financial Planning, LLC 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.