Welcome to Point B Wealth Advisors, an independent firm consisting of seasoned wealth advisors including Jay D. Hinkens, founder, Brian Waelti, and Matt Neirmeyer. A thorough review of your financial goals and candid advice about the risks and rewards associated with investing and insurance offer you the opportunity to make informed choices about your financial future.
Our expertise includes insurance, investments, retirement plans, financial planning, and business continuation funding. At Point B, we strive to help the 80% of Americans who state that they would benefit from acquiring basic financial education and information.* Never has the need been greater than in today's challenging and unpredictable economic climate where some may postpone making investment decisions as they await stability.
Our expertise includes insurance, investments, retirement plans, financial planning, and business continuation funding. At Point B, we strive to help the 80% of Americans who state that they would benefit from acquiring basic financial education and information.* Never has the need been greater than in today's challenging and unpredictable economic climate where some may postpone making investment decisions as they await stability.
Services
We are located in Middleton on Parmenter Street north of Century Avenue--in the Resource Engineering Associates building. Park on the side and enter the side door. My office is the third door on the left. From the beltline, take the Airport Rd exit 250. Turn east then turn left on Parmenter. The Resource Engineering Associates building in located between Middleton Outreach Ministry (MOM) and Bergstrom Chevy.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.
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