CONNECT

Address:

Cincinnati, OH

Phone:

513-923-2100

Services/Products

We serve individuals and businesses in all areas of financial management, including:


  • Retirement planning

  • Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire. Managing assets before and during retirement.

  • Tax management

  • Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax professionals.

  • Estate planning

  • Reviewing your wills and trusts. Helping plan your estate for your intended heirs. Helping with beneficiary designations. Strategies to reduce exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

  • Risk management

  • Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

  • Education funding

  • Recommending investment and accumulation strategies to help you pay for your children's education.

  • Investment Planning

  • Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

  • Employee and executive benefits

  • Helping your business attract and retain qualified employees through benefit packages.




WealthPoint Advisors believes that choice is crucial in investment and financial planning. Our firm provides access to a selection of investment products that is broad and deep.  This allows our advisors to provide what they believe is best in class to their clients.


Stocks



  • NYSE Listed Stocks

  • NASDAQ Over the Counter

  • All Other Major Exchanges

  • Foreign Stocks

  • Initial Public Offerings

  • Margin Accounts

  • Corporate Finance

  • 144 & Other Restricted Securities Sales

  • Employee Stock Option Plans




Bonds



  • Municipal

  • Corporate

  • Treasury

  • - Bills

  • - Notes

  • - Bonds

  • - Strips

  • Mortgage Backed

  • - CMA

  • - GMNA

  • - FNMA

  • Government Agency

  • Certificate of Deposit Securities

  • Structured Note Securities

  • - Equity Linked Securities

  • Preferred Debt




Mutual Funds



  • Open-End Funds

  • Closed-End Funds

  • Networking




Asset Management



  • Independent Manager Search

  • Performance Monitoring & Reporting

  • Wrap-Fee Accounts

  • Asset Allocation

  • Outside Managed Accounts

  • Separately Managed Accounts




Retirement Accounts



  • IRAs/SEPs

  • Defined Benefit

  • Defined Contribution

  • Money Purchase

  • Profit Sharing

  • 403(b)

  • 401(k)




Alternative Investments



  • Oil and Gas

  • REITs

  • 1031 Exchange

  • Equipment Leasing

  • Managed Futures

  • Equity Linked Notes




Unit Investment Trusts



  • Equity Portfolios

  • Taxable Fixed Income Portfolios

  • Tax-Free Fixed Income Portfolios




Cash Management



  • Daily Sweep Accounts

  • Money Markets

  • Check Writing

  • Gold Visa Debit Card

  • Insured CDs

  • Automatic Bill Paying Services

  • Online Account Access




Insurance



  • Fixed Annuities

  • Variable Annuities

  • Term Life

  • Variable Life

  • Universal Life

  • Whole Life

  • Disability

  • Long Term Care




Options



  • All Major Exchanges














 


Securities offered through Sigma Financial Corporation, LLC. Member FINRA and SIPC. Investment advisory services offered through SPC, a registered investment advisor.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck