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Frequently asked questions

What is wealth management?

Wealth management is the most comprehensive approach to financial planning. At Four Points Wealth Management, our plans combine investment management, financial planning, tax guidance, financial education, and smart tax planning.

Taylor Leary, Certified Financial Planner®, and his team at Four Points Wealth strive to create a customized investment strategy and financial plan to help clients reach their financial goals and objectives. As their clients’ financial situations evolve and change, we build a flexible and adaptable plan.

What are your qualifications?

When it comes to creating a high-quality, comprehensive, and actionable financial plan, your wealth advisor should be someone you trust. We believe trust is built from a proven process and someone with extensive experience in the industry.

Early in his career, Taylor Leary realized that to provide substantial value to his clients, he needed to take his knowledge and expertise to the next level, which is why he decided to obtain the credentials of a Certified Financial Planner®. As a CFP® professional, he not only has proven that he’s committed to staying on top of the latest in wealth management information, he is committed to his clients’ financial wellbeing.

In addition to his CFP® designation, he has also helped thousands through the process of planning for retirement. In his years of work, he has educated thousands of people on social security planning strategies, tax management in retirement, planning for retirement healthcare costs, and how the power of financial planning can accelerate them toward their financial goals.

How does our relationship work?

Through many years of experience, Taylor and the Four Points Wealth team have created a process to help clients achieve financial success. Taylor believes financial planning and investment management are not a purely transactional relationship. A relationship requires building trust and ongoing support.

The Four Points Wealth Mapping System starts with first understanding what they can do to serve you best, which is done through an introductory call and Discovery meeting. Then, we share exactly what your planning process will look like. No two financial plans are the same, so Taylor will walk you through a Scope of Planning and Fact-Finding. The final element is creating actionable next steps through Recommendations and Implementation.

Once your financial plan is set into motion, you’ll get ongoing service and support. As your life evolves, so will your financial plan. Taylor takes pride in helping you through life events, such as buying a home, sending kids to college, retiring, and even helping you through the death of a spouse or loved one. When your life changes, Taylor and Four Points Wealth will be there to help you navigate the financial challenges.

What is your investment philosophy?

Ensuring your investment strategy aligns with your financial goals can alleviate your financial concerns and help you achieve your goals. Therefore, Four Points Wealth implements a goals-based investment philosophy. Unlike traditional investment philosophies that use risk assessments as a primary tool for building your portfolio, a goals-based approach incorporates time and objectives in your investment strategy.

For example, if you have a large amount of money that you are hoping to use for a future need, like buying a home in the next year or two, it is likely the best strategy to take a conservative approach to investing. However, if you have 25 years until retirement, a more aggressive investment strategy will provide you with the best chance to maximize your returns.

What tools do you use, and where is my money held?

Trust is an integral part of a strong relationship between you and your wealth advisor. Four Points Wealth Management uses top-tier applications to help its clients create comprehensive financial plans. In addition, Four Points Wealth has partnered with Fidelity Investments to hold client assets. The relationships Four Points Wealth has forged provide you with unfettered access and tools to help you monitor your financial plan.