Call Today!
863-456-4768
Retirement Planning Lake Wales, FL
Planning for Retirement With a CERTIFIED FINANCIAL PLANNER™
"We offer Tax-advantaged Roth IRA Conversion strategies for Accredited Investors, and tax efficient retirement income solutions."
~ Jimmy Nelson, CFP®
The Importance of Retirement Planning
Done correctly, converting your Traditional IRA into a Roth IRA can provide you with flexibility options that are not available with Traditional IRAs, and significant tax savings may be achieved.
Knowing that achieving tax efficient retirement income is possible is one thing, but knowing how to navigate and go about it is another thing altogether. On Point Wealth Management is here to help you so you don’t have to chart your course alone.
The Role of a CFP® in Retirement Planning
When it comes to retirement planning,
a professional CERTIFIED FINANCIAL PLANNER™ can help you:
Have Peace of Mind:
Knowing that your retirement 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 save you time by providing you with knowledge, experience, insight and sound advice.
Save Money:
A CERTIFIED FINANCIAL PLANNER™ can help you save for retirement by suggesting ways to increase net cash flow and maximize contributions to savings.
Achieve Objectives:
A CERTIFIED FINANCIAL PLANNER™ can help you develop, implement and monitor a plan that positions you for success in achieving your retirement 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.