The right direction leads you to the right destination.
At 4Points Planning, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.
Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.
— John A. Shedd
As an independent firm, we are committed to offering complete objectivity and advice.
We offer a full range of investment and financial services and have access to a wide array of solutions.
We strive to build long-lasting relationships with our clients, offering education and guidance.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016, 2017, 2018 Five Star Wealth Managers.