TEN POINT WEALTH MANAGEMENT, LLC
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TEN POINT WEALTH MANAGEMENT, LLC

  • Financial Planning
  • Investment Management
  • Portfolio Analysis Review
  • Social Security Maximization
  • Insurance Solutions

Welcome to

Ten Point Wealth Management, LLC

We are a full tax, financial, estate and social security maximization strategic partnership team servicing both individuals and small-business owners.

Our mission is to provide you with innovative financial concepts, to create financial clarity and help you work towards improving your quality of life. Making strong commitments to you and building life-long relationships are tenets of our success.

After a thorough and careful financial discovery with you, we analyze your personal financial situation-income, expenses, liquidity needs, and retirement goals- and create a financial foundation that is unique to you.

Portfolio Analysis Review

Color of Money Risk Analysis

Social Security

Social Security Brochure

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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Ten Point Wealth Management, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Ten Point Wealth Management, LLC an Investment Advisor in the State of Minnesota. Being registered as an investment adviser does not imply a certain level of skill or training. Advisory services are offered through Ten Point Wealth Management, LLC, an Investment Advisor in the State of Minnesota. Peter Taurinskas offers insurance products and services as an independent insurance agent, they are affiliated entities. Outgoing and incoming emails are electronically archived and subject to review and/or disclosure to someone other than the recipient. Ten Point Wealth Management, LLC cannot accept requests for securities transactions or other similar instructions through email. Ten Point Wealth Management, LLC cannot ensure the security of information emailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Minnesota or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Links to Other Sites The inclusion of any link is not an endorsement of any products or services by Ten Point Wealth Management, LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Ten Point Wealth Management, LLC, nor any agency, officer, or employee of the Ten Point Wealth Management, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited. https://www.investor.gov