Who We Serve

We work with a variety of clients, however our typical client tends to be one of the following:

Advisor helping client understand options for financial security
Assorted financial planning topics and fiduciary guidance

Sudden Money Situations

Whatever it is, the way you tell your story online can make all the difference.

Small business owner exploring financial planning strategies

Make it stand out

Whatever it is, the way you tell your story online can make all the difference.

Investor exploring mindful investing strategies with advisor

Make it stand out

How We Serve

Our service programs: Click on the below infographic to learn more about who we serve, what types of services we offer, the associated fee schedule, and our investor minimums:

Sales professional receiving financial guidance from fiduciary advisor

Media Features, Awards & Publications

This is a collection of past publications we have put out, along with recent media features.

Fiduciary Financial Advisors Blog
The Day Has Finally Arrived! Fiduciary Rule is Here: An Open Letter to Consumers
The Day Has Finally Arrived! Fiduciary Rule is Here: An Open Letter to Consumers
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TV interview talking about the Fed's decision to raise interest rates. (Time to watch - 3:22)
TV interview talking about the Fed's decision to raise interest rates. (Time to watch - 3:22)
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Every Day is Veteran's Day
Every Day is Veteran's Day
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Action Point Co-Founder and Advisor admitted to prestigious national registry of Financial Advisors
Action Point Co-Founder and Advisor admitted to prestigious national registry of Financial Advisors
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A (picture) Post That Proves Capitalism Is Alive & Well
A (picture) Post That Proves Capitalism Is Alive & Well

In case you weren't sure, what you are seeing is a converted (old) miniature school bus painted white and modified to accommodate 10-12 brewery hopping patrons at a time.  The yellow box in the below image highlights the somewhat difficult to see rental rate for this transportation... $800/day. 

So here's the point.  This is not the first time I have seen this "Runner" around. Not only is this a decent sign that that economy is alive and well, that regular bar patrons can afford $800 to hire this for their Thursday night out, but it is one of many proof positives that we all see every day that Capitalism is alive and well. 

Why do we care about that at Action Point and why do we want you to care?

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It's The Little Things...

Research shows that the happiest people take the time to appreciate the little things in life.

Stop and think about what your future will look like… if you work harder, save more, take more investment risk, defer other lifestyle goals, there’s no doubt you’ll have a more comfortable future.

But at what cost to you?  To your family?

We would like to suggest an alternative . . .

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Ben Verwys with Fiduciary Financial Advisors