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863-456-4768
CERTIFIED FINANCIAL PLANNER™ Lake Wales, FL
Financial Planning With a CERTIFIED FINANCIAL PLANNER™
"We develop planning solutions for tax efficiency, longevity, and legacy"
~ Jimmy Nelson, CFP®
The Importance of Financial Planning
"He who fails to plan is planning to fail."
~ Winston Churchill ~
Leaving your financial future and your family's financial future to chance and Uncle Sam is a high stakes and costly proposition. On Point Wealth Management is here to help you increase net worth through tax savings, and to leave a financial legacy for your loved ones.
The Role of a CFP® in Financial Planning
When it comes to financial planning,
a professional CERTIFIED FINANCIAL PLANNER™ can help you:
Have Peace of Mind:
Knowing that your financial planning strategies are sound and in good hands can help to relieve your mind of that concern. Priceless.
Save Time:
A CERTIFIED FINANCIAL PLANNER™ can help you save time by providing you with knowledge, experience, insight and sound advice.
Save Money:
A CERTIFIED FINANCIAL PLANNER™ can help you save money by suggesting ways to reduce expenses, maximize margins, mitigate taxes, and preserve assets.
Achieve Objectives:
A CERTIFIED FINANCIAL PLANNER™ can help you develop, implement and monitor a plan that positions you for success in achieving your financial planning objectives.
Reach Out to Us Today!
Schedule Your Consultation
Contact Info
29 SR 60 West
Lake Wales, FL 33853
863-456-4768
James M. “Jimmy” Nelson is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with On Point Wealth Management. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies.