Comprehensive wealth planning and investment services tailored to your goals, delivered by experienced advisors.
Retirement Income
Ensure your retirement lifestyle is secured through expert cash-flow modeling and adaptive withdrawal strategies tailored to your unique retirement vision.
Investment Management
We design sophisticated wealth roadmaps focused on asset preservation and sustainable growth for discerning investors and high-net-worth families.
Tax-Efficient Allocation
Maximize your net returns through proactive tax characterization, loss harvesting, and strategic placement of assets across taxable and deferred accounts.
Employee Benefits
401(k) Advisory Services
A high-quality retirement plan is essential for finding and keeping great employees. However, managing plan rules and picking the right investments can be difficult. Action Point uses special expertise to handle these details for you, so you can stay focused on your business.
3(21) & 3(38) Fiduciary Support
We offer comprehensive fiduciary oversight, assuming discretion to mitigate sponsor liability and ensure total plan compliance. We share the burden of responsibility and our independent team of accredited advisors follow best practices for fiduciary governance when advising clients.
Employee Advice
We provide personalized financial advice, helping your team navigate their retirement options with absolute clarity and control. It's not just about retirement. Your employees struggle to balance competing financial priorities, and in order to achieve financial wellness they need help in every phase of life.
Investment Selection & Monitoring
Our rigorous identification and monitoring process ensures top-tier investment options that align with your plan's core objectives. We advice on the construction of the retirement plan investment strategy, the selection of the asset classes, and the selection and monitoring of the funds within the investment menu
Plan Administration
Efficiently managing complex regulatory tasks and recordkeeping ensures your plan runs smoothly while you focus on growth. Action Point can help alleviate much of the management and investment duties for you, freeing you up to focus on your managing your business.
News & Insights
Secure Your Financial Future
Whether you're starting your wealth journey or refining your legacy, Action Point Retirement Group provides personalized planning to ensure your goals are met with precision.
Phone: +1 (616) 622-3074
Email: aaron@aprgteam.com
PERSONALIZED WEALTH STRATEGIES • FIDUCIARY STANDARD • LEGACY PRESERVATION • RISK MITIGATION • FISCAL STEWARDSHIP • STRATEGIC PORTFOLIO GROWTH •