WealthPoint Financial

Insightful article about sharing wills and estate plans with family early, supporting positive relationships.

Warren Buffett Tells Parents to Let Kids See Their Will First and Understand Their Estate Plans Buffet's collaborative approach has helped his family maintain strong relationships while managing the immense responsibilities that come with inheriting significant wealth.

Interesting Forbes article. It's important to look to the future with care.

Estate Planning For Families: Steps We Took To Secure Our Family’s Future Any estate planning you do should align with your family's values. They were the guiding light I needed when I did our family's estate planning.

Last month the our advisors attended the annual Equity Services Elite Symposium in San Diego. We're honored to share WealthPoint Financial received the award as top team in the country at Equity Services in 2024! Our team also finished top 3 for 2025. Our very own Tyler Degeneffe ChFC, CFP spoke on a panel about leadership and practice management. We're proud & humbled to receive this award representing Green Bay, WI and our wonderful clients around the country that trust in us for their financial needs!

Risk Tolerance - What's yours?

Understanding your risk tolerance helps shape a strategy that fits your goals and lifestyle. Let’s find your fit.