Point Comfort Wealth Management

Message from Our Partners…

It is funny how living your life can often get in the way of actually enjoying your life. Whether you are just starting to raise a family, already retired, or somewhere in between, you probably spend a great deal of time juggling multiple priorities, schedules and obligations. That makes it difficult to keep track of all the moving pieces and ensure you are continually headed in the right direction toward your goals. This is particularly true when it comes to your finances.

It takes significant time and resources to navigate today’s rapidly changing financial landscape and ensure you are making sound financial decisions. That is time most busy families would prefer spending on the things they enjoy most in life. It is also where we can help the most. Our mission is simple: to help you successfully navigate into and through retirement. We take the time to discover what is important to you, guide you through both rough waters and fair seas, and continually review and monitor your financial strategy through each stage of your life. As your needs grow and change you may require advice in areas including investments, insurance, estate planning, education planning, tax planning strategies and financial planning. We are here to help you with these and other needs.

You are invited to meet with us, without cost or obligation, to determine how we can help you find more time for the people and things you love on your journey to financial freedom.

Best Regards,
Steve Sigmon, CFP®, Partner
Jennifer Daknis, AIF®, Partner