At Inflection Point Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Aaron has a rich history in the financial services industry and has always dreamed of running his own financial services firm. After graduating from Grand Valley State University with a degree in finance, he worked at a large...
Chief Investment Officer
Responsibilities: Serves as the Chief Investment Officer for Independent Financial Partners and President of IFP Wealth Management. Conducting analytical research and due diligence for all investment types, portfolio analysis and...