You’re at the top of your field, or on your way:
set your wealth up for the same kind of growth

When you’re an ambitious professional dedicated to building a successful career, you know the value of time.
It’s your most precious commodity as you strive to do more, be more, and earn more.

With all the demands of your profession, your financial planning and affairs has taken the backseat. Now, you seem to be stuck looking backwards
at student loans while also in the thick of the increasing litigation, bureaucracy, and other legalities you face as a sought-after professional.

With WorthPointe, you get more than a personal CFO who can handle your financial planning and management — you get access to
an already-assembled team of legal, tax, and insurance specialists who will work collectively and collaboratively to address your most
important goals with solutions that work together.

When time is your greatest commodity, you need a team that helps you make the most of it. Get back your time.
Go farther in your career and watch your wealth grow.
Gain peace of mind in your future.

 

Here’s how we can help:

Retirement Planning

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Retirement planning

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Advisors on your side:

Charles L. Stanley,
CFP®, ChFC®, AIF®
Partner, Financial Planner
San Diego CA

Ken Corlett

Ken Corlett, CFP®
Partner, Financial Planner
San Diego CA

Rick D. Wilkinson, CFP®
Partner, Financial Planner
Fort Worth