Jeremy Reif, founder of Point Wealth, LLC, has worked in the investment advisory business since 2005. Jeremy as an independent advisor who helps people navigate life by listening to what each client is aspiring to achieve financially.
Our Asset Management program is specifically designed to help minimize exposure to risk and maximize return.
Our job is to uncover your goals, analyze your financials, and help you pursue your ideal retirement.
We’ll delve into the pros and cons of leaving your retirement investments where they are versus moving it, and what the best decision could be for your individual situation.
We help pre-retirees and retirees construct a plan that helps make sure you and your family won’t outlive your retirement income.
Our team will help you calculate potential taxes, the cost of waiting, and actual benefits.