Let’s build your future from this day forward

We can offer you comprehensive wealth management designed to bring new order and cohesion to your financial life and a financial plan that mirrors your individual ambitions. We’re financial professionals adept at finding new solutions to every objective. Together, let’s explore the potential of working together.

TONY SOAVE
THOMAS N. WALL
WILLIAM C. KAPTEYN, JR.
JASON WAGENMAKER
CHAD WIGHT
KARLY AUKEMAN
RAYMOND "JOHNNY" SCHAT
KENDRA TEN HAAF

June’s story

Recently divorced, June had a lot of questions. In regard to her financial plans, she needed someone to listen and understand—and we did. We conducted a portfolio evaluation and considered how June’s life would be different than before. We then communicated a few different options and helped June understand the benefits of each. When we decided on a plan, we took care of all the details. In the months leading up to our meeting, June was filled with concern. But after, we believe that her concern was replaced with confidence.

PERSONAL

Financial guidance for retirement planning and living

BUSINESS

Financial guidance tailored for business owners

Andrew and Christina’s story

With a successful trucking business to their name, Andrew and his wife, Christina, did not have many financial worries. At the same time, the business took much of Andrew’s attention away from his financial planning. He’d often work 60 hours per week, and knew he needed a financial partner that could accommodate his busy schedule. When Andrew and Christina came to us, we discussed retirement and succession planning, as well as employee compensation plans. Now, they have a plan. And the attention is where it belongs—on their business and family.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Guidepoint Financial Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

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