Our team is dedicated to helping clients achieve their financial goals and celebrate their greatest accomplishments. What we do:
We help our clients achieve their dreams for today, tomorrow, and well into the future. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into
doable steps, we can help take the uncertainty out of planning for your financial future. What makes us different:
We are there not just for helping our clients’ manage their life’s successes, but also when life brings challenges and the best laid-out financial plan needs revised. We help our clients’ make important financial decisions, providing guidance through life’s ups and downs to achieve financial independence. Areas of Focus:
Retirement Income Strategies
Estate Planning Strategies
Wealth Preservation Strategies
Small Business
Employee Stock Options
Our Advisors:
Sonya Saskin, Private Wealth Advisor: CFP®, AAMS®, CRPC®, CFS®
Marcus Saskin, Financial Advisor: CFP®, APMA®, CLTC, CRPC®
Paige K**k, Financial Advisor: CFP®
Mitch West, Financial Advisor: CFP®, APMA®
Awards and Recognition:
FinTech Firm of the Year, 2020
Community Participation:
Madeira Chamber of Commerce
Pink Ribbon Good
TouchPoint® Wealth Partners is a Member Firm of Valmark Financial Group, an exclusive, 50+ year old, invitation-only consortium of independent wealth advisory firms. ValMark employs over 100 professionals who provide a concierge level of support to each Member Firm. Among Valmark’s professionals are experts in life insurance and other protection products, medical underwriting, qualified and non-qualified plans, investment analysis and portfolio management, product due diligence and regulatory compliance. Securities offered through Valmark Securities, Inc. Investment Advisory Services offered through Valmark Advisers, Inc a SEC Registered Investment Advisor. Touchpoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Third party posts do not reflect the views of ValMark Securities, Inc., Valmark Advisers, Inc. or Touchpoint Wealth Partners. and have not been approved prior to posting. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/endorsements provided may not be representative of the experiences of other clients, and they are not indicative of future performance or success. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
