Built for Collaboration

posted on July 19th 2018 in San Diego CFP Team Posts with 0 Comments

WorthPointe is unique for many reasons and one of them is for its collaborative business model. Similar to a law practice, our financial planners and staff work towards the same common goal. Learn more about how our business model stands out from San Diego Partner and Financial Planner, Anthony G. Ferreira.

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401(K) Fees: Grasping at Shadows

posted on March 28th 2018 in WorthPointe News with 0 Comments

“Beware that you do not lose the substance by grasping at the shadow.” — Aesop   A recent survey conducted by TD Ameritrade revealed just how little people know about the fees they pay for their 401(k) plans. The survey of 1,000 investors found only 27 percent of them know their 401(k) fees.   Ironically […]

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What Business Entity is Right for Your Company?

posted on October 31st 2017 in Your Financial Advisor with 0 Comments

This article is for individual who are considering opening a business or changing their business entity and are looking for a basic overview of the major types of business entities. To find the best fit for your situation, however, we recommend talking with your financial planner, lawyer and CPA. When you own and operate your […]

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The Investment Unicorn

posted on June 15th 2017 in LA/OC CFP Team Posts with 0 Comments

Unless your age is in single digits, you’ve probably figured out that unicorns don’t exist — but that doesn’t stop many of you, even those with advanced degrees, from searching for what I call the investment unicorn. Perhaps it’s human nature to thirst for things that are improbable, such as being able to eat anything […]

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Saving Taxes the Smart Way

posted on November 16th 2016 in Austin CFP Team Posts with 0 Comments

Business owners might have a 401(k) and think they are doing the best they can to save on taxes today and save for retirement tomorrow. What they don’t know is that they can, depending on age, more than triple the amount of tax deferred savings and reduce their taxes at the same time. How to […]

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20 Ways to Increase the Value of A Business

posted on October 20th 2016 in Austin CFP Team Posts with 0 Comments

Scott O’Brien, WorthPointe Partner and financial planner, is passionate about serving business owners and helping them coordinate their financial lives. As a result, he often networks and connects with others who support business owners. Scott recently connected with John Fincher, Certified Business Intermediary and Board Certified Broker with Corporate Investment in Austin, TX, who put […]

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Even powerful brands can fail: 6 safeguards to put in place

posted on December 9th 2015 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

Everyone loves a new restaurant: the allure of a new menu, a fresh atmosphere, an exciting experience. Yet even when that restaurant is started by a local powerhouse who’s boasted major success in the past, a flourishing entrance and prosperous existence isn’t always guaranteed.   Such was the case with St. Philip Pizza, a highly-anticipated […]

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WorthPointe’s Allison Blake Is Named A Finalist in the Women Who Mean Business Awards

posted on November 8th 2015 in San Diego CFP Team Posts & WorthPointe News with 0 Comments

WorthPointe Chief Operations Officer, Allison Blake is a finalist in the San Diego Business Journal’s Women Who Mean Business Awards. This event recognizes dynamic women business leaders and role models who have contributed significantly to San Diego’s businesses. Allison is a driving force behind much of WorthPointe’s business. Her hard work ensures that our financial […]

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Retirement Plans for Business Owners- Radio Show

posted on June 18th 2014 in Your Financial Advisor with 0 Comments

Retirement Plans for Business Owners June 18th, at 1:00pm. Morgan and Scott talk about retirement plans for business owners. Think it’s just “plug and play”? Think again. Business owners can be held personally liable for problems with their plans. Gain insight into how to best select, compare, and manage your company retirement plan.

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