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Reasons to Consider Financial Management & Trust Services

Posted on Thursday, April 1, 2021 in Financial Management & Trust Services

In each stage of your life, you are faced with a unique set of challenges and opportunities concerning your finances. At First Point Financial Management & Trust Services we specialize in helping you prepare for the unexpected by developing a plan to help you reach your financial goals. Our comprehensive approach to Financial Management Services provides peace of mind knowing all of your financial concerns are covered.

If any of these situations apply, you may benefit from the services of First Point Financial Management & Trust Services:

1. I’m worried about my parents. They are having trouble paying bills, and I want toprotect them from being taken advantage of by scams. Right now I don’t have the time or expertise to help.

2. I want to ensure my finances are handled appropriately if I become mentally or physically incapacitated.

3. My spouse took care of all our investments and recently passed away. I don’t know where to start with managing my assets.

4. Everyone is giving investment advice these days, and I am overwhelmed by all the options. I want safe investments that are specifically designed for my needs.

5. I recently received a large inheritance and need some solid advice for investing.

6. I have a child with special needs. I want to make sure someone provides for his/her needs if something happens to me.

7. My children are not responsible with money. I don’t want them to squander their inheritance after I pass away. How can I help them, but protect my money at the same time?

8. I want to make gifts to my children and grandchildren to save on estate taxes.

9. I am retired. How can I generate enough income to live with interest rates so low?

10. I’m getting ready to retire, and I’m not sure what is the best way to take distributions from my retirement assets.

11. I want to leave money to my favorite charity when I pass away. What are some structuring options?

I am often asked about my profession and what services we offer. I respond by saying that I work with a team of financial planning experts who are your partner, easing the burden of financial management and providing your loved ones with true peace of mind.

Our team at First Point is ready to assist you with answers to these concerns and develop a financial plan to help you achieve your goals. Give us a call today to set up an appointment to discuss your questions.

Pam Fleener Contact Info

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