Our Verdict
PinPoint Planning & Strategic Consulting delivers top-notch, holistic financial planning services designed to maximize your potential. Their innovative Virtual Family Office (VFO) approach sets them apart, offering a comprehensive suite of services that ensure proactive and personalized financial strategies.
Summary
PinPoint Planning & Strategic Consulting specializes in advanced financial planning, tax planning, wealth management, legal services, risk mitigation, and business advisory. Their Virtual Family Office model combines expertise across these disciplines, providing clients with a seamless and integrated approach to managing their financial health.
At a Glance
- Location: Headquartered in Barrie, Ontario, Canada
- Mission: To provide proactive and holistic financial planning
- Features: Virtual Family Office, comprehensive financial services, personalized planning
Benefits
Holistic Financial Planning
PinPoint Planning & Strategic Consulting takes a holistic approach to financial planning, integrating various aspects of your financial life. Their services include advanced tax planning, wealth management, wealth preservation, and transition and exit strategies. This ensures that all your financial needs are met in a cohesive and comprehensive manner.
Virtual Family Office
The innovative VFO model provides clients with access to a national network of experts in tax planning, legal services, risk mitigation, wealth management, and business advisory. This model ensures you receive the best advice and strategies tailored to your unique needs.
Proactive and Personalized Approach
PinPoint prides itself on being proactive rather than reactive. They constantly monitor your financial situation and the market, making adjustments as needed to keep you on track towards your goals. Their personalized service ensures that your specific needs and objectives are always prioritized.
Fine Print
Quality and Expertise
PinPoint Planning & Strategic Consulting boasts a team of over 70 specialists who are dedicated to helping you achieve your personal and professional financial goals. Their extensive experience and dedication to quality make them a reliable partner in your financial journey.
Global Reach
Serving clients across North America, PinPoint offers expertise that spans various industries and functional disciplines. This broad reach allows them to provide tailored solutions that address the specific challenges and opportunities you face.
Comparison
Compared to other financial planning firms, PinPoint offers a unique blend of proactive planning and comprehensive services through their VFO model. This integrated approach ensures that all aspects of your financial life are managed efficiently and effectively, setting them apart from traditional firms.
Suitability
Best For:
- Individuals and families seeking comprehensive financial planning
- Business owners looking for strategic advisory services
- High-net-worth individuals needing advanced tax and wealth management
Not Ideal For:
- Small-scale financial needs that do not require a holistic approach
- DIY financial planners preferring to manage their finances independently
FAQs
Q: What is the Virtual Family Office (VFO) model? A: The VFO model provides clients with access to a network of top experts in tax planning, legal services, risk mitigation, wealth management, and business advisory, ensuring a comprehensive and integrated approach to financial planning.
Q: How does PinPoint’s proactive planning differ from traditional planning? A: PinPoint’s proactive planning involves constant monitoring and adjustment of your financial strategy to adapt to changing circumstances and market conditions, ensuring you stay on track to meet your goals.
Q: What services are included in PinPoint’s wealth management? A: Services include wealth preservation, income distribution strategies, charitable giving, long-term care planning, keyman coverage, and executive compensation plans.
Q: Can PinPoint help with business advisory services? A: Yes, PinPoint offers comprehensive business advisory services, including strategic planning, employee engagement solutions, revenue growth strategies, and key performance indicator analysis.
Q: How do I get started with PinPoint’s services? A: You can start by contacting them for an introductory call or consultation to discuss your specific needs and how they can help you achieve your financial goals.
Q: What is included in PinPoint’s risk mitigation services? A: Services include life insurance, property and casualty insurance, captive insurance company setup, and other strategies to protect your downside exposure.
Q: Does PinPoint offer legal services? A: Yes, they have a team of top attorneys specializing in business structuring, estate planning, asset protection, and other legal areas.
Q: How does PinPoint’s tax planning differ from traditional tax preparation? A: PinPoint focuses on proactive tax planning, which involves finding every legal deduction and loophole available to minimize income, estate, and capital gains taxes, rather than just preparing tax returns.
Q: Can I maintain my local counsel while using PinPoint’s services? A: Yes, PinPoint’s team can work alongside your current professionals, or they can provide complete legal solutions as needed.
Q: How can I contact PinPoint for more information? A: You can reach them via email at info@truenorthsearch.com, by phone at (705) 792-9211, or visit their website for more details.
