Every year, you pay thousands in fees for generic advice and S&P 500-like returns. Meanwhile, you’re left asking:
• Am I wasting money on my broker?
• Can I actually retire before 65?
• Who can I trust?
We believe your money should serve your life—not your broker. At AlignPoint Wealth, we create transparent, flat-fee retirement plans that show you when you can retire, how to save on taxes, how much you can spend, and how to keep more of your wealth—without Wall Street’s markup.
You’ve worked hard, saved well, and yet you’re still paying high fees for generic advice. We get it—retirement planning shouldn’t feel this way.
Certified Financial Planners
We have the expertise to guide you in achieving financial freedom.
Proven Retirement Expertise
We have a long track record of successfully helping families in their 50s and 60s retire with confidence.
Step 2) Get Your Flat-Fee Plan
Know when you can retire and what it will take
Step 1) Schedule Your Strategy Call
Share your goals and see what’s possible
Step 3) Transition With Confidence
Leave high fees behind and move forward with clarity
Let us help you ditch your high fee broker
Imagine knowing the exact year you can retire, with a plan that keeps more of your money working for you. No hidden fees. No uncertainty. Just clarity and confidence.
The firm is a registered investment adviser with the state of Colorado and notice-filed in Texas and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.