Frank Hirsch Email & Phone Number

When we’re referred to an entrepreneur or affluent family group by their longstanding advisors, there’s a belief that the planning is “done”. So why are they meeting with WealthPoint?We hear three common challenges: uncertainty, complexity and lack of collaboration.Uncertainty is an obstacle to better outcomes. Will the work I’ve done play out as weintended? Is it still relevant, or is there a new, better way?Complexity: As my wealth increases, life doesn’t get easier, it gets more complex. Isn’t therea simpler or more streamlined approach for decision-making?Collaboration: My individual advisors give great advice yet there’s no way to integrate theideas into a cohesive whole. And how do I know which decision is the best decision for usspecifically?To overcome these challenges, decades ago we created a decision-making model called Know yourstory ® .We eliminate uncertainty by helping you get to instinctual clarity about how you’d like yourstory to play out from here forward. Your documented long-range objectives become thelitmus test for all recommendations.We mitigate complexity by showing you both the upside and the downside of any decision –and the ripple effect to seemingly unrelated areas. Also, oftentimes less is more. Elegantsolutions allow us to kill two or three birds with one stone.We foster true collaboration with your existing advisors, integrating the many moving partsof your planning. Instead of separate great ideas, your planning becomes a logical, well-integrated body of work.If you’d like to schedule an informal conversation, please feel free to email me at: fhirsch@wealthpoint.netSecurities offered through Kestra Investment Services, Member FINRA/SIPC (Kestra IS). Investment advisory services may be offered through Kestra Advisory Services (Kestra AS), an affiliate of Kestra IS. This profile is published for residents of the United States only. Not all products and services referenced on this site are available in every state or through every representative listed. For additional information please contact Kestra IS compliance at 737-443-2483. Kestra IS and Kestra AS are not Certified Public Accounting firms. finra.org/sipc.org

Listed skills include Options, Equities, Portfolio Management, Securities, and 33 others.