for Individuals and Families – StrategyPoint Financial

Individuals and Families

Is Your Retirement Puzzle Missing a Piece?

Planning for retirement is like solving a puzzle. When you’re missing a piece or two, it’s tough to see how everything fits together. Maybe you’ve been so focused on replacing your income that you forgot to consider healthcare costs. Or you’ve rolled over your retirement plan, but have never taken the time to update your will and other estate planning documents.

StrategyPoint Financial can help you take a step back and consider everything that will matter after you retire. And we can walk through different scenarios with you to see how they may impact the other pieces in the puzzle. We offer comprehensive planning solutions and services that can form the foundation of your retirement strategy, including:

Retirement Planning

Utilizing our proprietary AIM Retirement Planning System™️, we’ll develop a strategy tailored to your retirement goals.

Legacy & Estate Planning

Let’s explore how your lifetime, legacy and charitable goals, well as your estate plan, fit your overall retirement strategy.

Investment Management

We can build and customize your portfolio with a variety of options, including equities, bonds, mutual funds, ETFs and more.

Social Security Planning

We’ll compare different scenarios and help you decide when—and how—to file for your Social Security benefits.

Insurance & Protection

We’ll identify potential areas of risk, review your current life and long-term care coverage and help navigate life’s “what-if’s.”

Healthcare Cost Analysis

Let’s discuss your healthcare needs and help you prepare for Medicare and other potential medical costs in retirement.

We want to help you see the entire picture. And it all starts with a conversation. Just call us directly at (630) 534-6000 to schedule a complimentary, in-person consultation or click the button to book your online appointment.

Contact Us

1155 S Washington Street | Suite B300

Naperville, IL 60540

T: (630) 534-6000

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S.registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: AZ, FL, IL, IN, MD, NV and WI. Please note that not all of the investments and services mentioned are available in every state.

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