wealth management services

Our clients are our greatest assets
8335 Allison Pointe Trail, Suite 135 Indianapolis, IN 46250, Phone 317-818-1040

Welcome to our video library!

A CFP® or a Financial Planner?
Financial Planning: Helping You See the Big Picture

©2013 Broadridge Investor Solutions, Inc.
When Should You Start Receiving Social Security Benefits?

©2013 Broadridge Investor Solutions, Inc.
Rising Interest Rates and Your Portfolio

©2013 Broadridge Investor Solutions, Inc.
Long-term Capital Gains Rules and Rates

©2013 Broadridge Investor Solutions, Inc.
Brent: Why I started WealthPoint Advisors
Mike: Why and how I got into this business.
Returns - what you NEED to know.
What's so special about Dimensional Fund Advisors?
The responsibility of financial advisors.
What you need to know about advisor fees.
Golf and investing - a comparison.
How to reacte to the current market climate.
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