Financial Planning is not an event... It is a process!
So let’s worry less about “The Plan” and focus on being continually engaged in the process of planning.
You are your own benchmark, with your own goals, and your own unique challenges. It is our job to personalize a solution that will help you accomplish the goals that matter most to you.
Clarity is the peace of mind that comes from organizing, simplifying, and prioritizing your financial life. In all that we do, we want to eliminate confusion & chaos and replace it with clarity by engaging in an ongoing financial planning process.
Sleep well, live happy, & have confidence. There is a lot of noise throughout the world and in the financial markets that can cause anxiety and doubt. Let us worry while you enjoy life.
Ensuring a successful retirement outcome for every participant in a retirement plan can often be a Plan Sponsor’s greatest challenge… We can help!
Our mission is to provide your employees with the behavioral knowledge, investment options, and financial planning resources that will help each of them to prepare for a successful retirement.
In the current environment of increased ERISA regulation, DOL plan audits, and retirement plan litigation, Plan Sponsors are looking for ways to decrease their fiduciary liability while at the same time enhancing the retirement plan experience for their employees. To meet these objectives DecisionPoint Financial serves as an ERISA 3(38) Investment Manager and assumes the fiduciary liability for the selection, monitoring, and performance of the investments in your Plan. We also take full responsibility for providing your employees with critical education and regular account reviews. This helps prevent plan participants from making behavioral mistakes that can cost them dearly at retirement. Every plan participant has direct access to a CERTIFIED FINANCIAL PLANNER™ with extensive experience in advising retirement plan participants.
We are true financial planning experts dedicated to meeting the unique financial challenges faced by members of the fire service and law enforcement communities in the State of Washington.
Over the past decade we have developed a comprehensive financial planning process specifically designed for Fire Fighters, Medics, Dispatchers, Administrators and their families. Our Fee-Only fiduciary approach to managing 457(b) deferred compensation plans for the public sector offers non-conflicted investment advice and comprehensive financial planning to our community heroes.
During the financial planning process we evaluate your debt ratio, savings rate, cash flow, household investment allocation, education savings goals, life insurance coverage, estate planning needs, DRS Penison benefit options, and retirement goals & readiness. We believe that financial planning is not an event, but instead a life long process. Once we develop your financial plan we work with you to, and through retirement to ensure that you are meeting your financial goals and objectives. On behalf of Washington State First Responders we have negotiated deep fee discounts for legal estate planning services and we provide our clients with low cost options for 529 Education accounts.
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