Great things are ahead on your financial horizon.
INCOME PLANNING | WEALTH MANAGEMENT | COLLEGE FUNDING | RETIREMENT PLANNING
SIMPLIFY. FOCUS. PLAN WITH PURPOSE.
VALUEPOINT WEALTH MANAGEMENT | 301 EAST MAIN STREET | BRENHAM, TEXAS 77833 | 979-530-2478
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services offered through Virtue Capital Management (VCM), an SEC registered investment advisor. ValuePoint Wealth Management and VCM are independent of each other.
We have the expertise to guide you to
a successful financial future one step at a time.
At ValuePoint Wealth Management, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
At ValuePoint Wealth Management, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.
As an independent financial planning firm, we solely represent the needs and interests of our clients rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our self-sufficiency is vital to delivering nonpartisan and unbiased recommendations. Our independence and objectivity allows us to provide our clients with the commitment that they deserve. If you have questions about how to get started or want to make an appointment, send us an email or give us a call.
GET A FREE RETIREMENT ANALYSIS
www.valuepointwealth.com | 979-530-2478
With great power comes great responsibility, and at ValuePoint Wealth Management we understand that our clients have asked us to give them direction and help them navigate their financial futures and we must never forget the great responsibility that comes with that power. The investment world is a complex place and our mission is to help you navigate through it by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape. Together we will develop a total financial management approach to your investment and retirement needs.
Communication is the cornerstone of a trusting relationship and at ValuePoint Wealth Management we recognize that this is what provides our clients with the piece of mind they need when choosing an investment advisor. We pride ourselves on our clients knowing that we are just a phone call away, so that when their goals or situation change, they have the control and we are at the ready to make the needed adjustments to their financial plan. We look forward to the opportunity to consult with you regarding all of your retirement, educational and overall financial goals and needs. Creating a plan that fits you best!
In working with retirees, we have discovered that many are not enjoying their retirement years as much as they hoped. Some had planned to spend more time traveling, golfing, gardening, visiting with precious grandchildren and family. Instead, they find themselves holding back out of fear that they will outlive their money. It’s a very real and valid concern. At ValuePoint Wealth Management, it is our goal to put your mind at ease with some simple proven money management strategies.
Please call if you would like more information about how you can have the retirement you have always dreamed of. The only cost or obligation to you is a little bit of your time. We thank you in advance.
GET A FREE RETIREMENT ANALYSIS
www.valuepointwealth.com | 979-530-2478
Our unique approach to your growth begins with
getting to know you and understanding your needs.
Meet the president of our company, Brooke Huckert.
Brooke founded ValuePoint Wealth Management after more than 10 years in the financial services industry. She saw a disconnect and impersonal approach to financial planning and set out to change it. This change has allowed her to retain true independence as a fiduciary to do what is in the best interest of her clients, with no proprietary conflict. Brooke helps families prepare for one of the largest transitions of their lives – retirement. This starts with strategies to plan and pay for children's college without reducing retirement funds, to creating comprehensive retirement plans that address all angles of a constantly changing landscape. Knowledge is power, and Brooke is passionate about empowering others with a sense of financial literacy. It is her commitment and accountability that is instrumental in helping her clients reach their investment and retirement goals.
She married her husband shortly after graduating from Texas A&M, and they are the proud parents of 4 children. When she is not helping her clients, she is likely at a practice, ball game, dance recital or band concert...just soaking up these years that are going by too fast.
Q&A
Q. What makes your practice different from other financial firms?
A. We are specific in what we do and who we can help. By specializing in income planning and tactical asset management for the retirement years, we can create comprehensive solutions that give our clients the future they imagine without the fear and risk that notoriously come with it. You only get one retirement. Let’s make it a great one!
Q. What was the biggest influence in your career choice?
A. My first job was educating individuals on Medicare and Social Security. I loved it, and the gratitude people felt simply because I was able to help them understand these confusing topics was massive. That is when I realized how much comprehensive planning and education is needed in today's landscape.
Q. What's something about yourself that may surprise your clients?
A. I am a tomboy at heart. I grew up in the country with two older brothers, so all I ever knew was playing sports and taking care of animals to show in the county fair. I still love small town life!
Q. #1 personality trait needed to perform your job?
A. Empathy. The job is not about us, it is about us doing the right thing for the client. In order to be empathetic, you have to be a good listener and be compassionate. You must have the necessary training to understand how to find the solution, but it all starts with empathy.
CONTACT BROOKE NOW
www.valuepointwealth.com | 979-530-2478
ValuePoint Wealth Management can assist
you in every aspect of your financial life.
ValuePoint Wealth Management was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement. To schedule your free financial assessment and consultation, contact us today.
Retirement Goals
Everyone has goals for retirement. Maybe your goal is strictly to enjoy your retirement on a boat without fear of running out of money. Maybe your have retirement goals: you want to live retirement to its fullest, while leaving a legacy to your family or favorite charity. Retirement is esteemed as a time in life for relaxation, traveling, enjoying family, and taking on new hobbies. As a retiree, you never want to find yourself spending this time in fear that you will outlive your money.
401k Planning
What are the benefits of rolling over my 401(k) or my 403(b)? These are some of the most common investment options, but rolling them over will widen your range of investment options for diversification of your portfolio. Most employee-sponsored plans do not offer this range in investment options.
For our complete list of services, give us a call.
Insurance Products
Insurance products have adapted greatly to offer a wider range of uses within a retirement plan. With your goals in mind, insurance or annuities may be just one piece to your retirement puzzle.
College Funding
The rising cost of education shouldn’t be a threat to your financial future. Looking at your entire financial picture, including the cost of your children’s education, allows us the ability to adequate plan and fund for the future of your children—including college.
Financial Planning
An effective financial plan is just that—a plan. It forces you to make a goal, it includes different needs that you will have along the way, and it accounts for each and every liquid asset and investment that you have. Making your money work the best for your or helping you to fill in the gaps that you may have is our responsibility.
www.valuepointwealth.com | 979-530-2478
We are here to serve you 24/7/365.
Contact us here anytime.
Contact us here anytime or feel free to give us a call. We look forward to getting to
know you and help you with proven methods and ideas now and into your financial future.
VALUEPOINT WEALTH MANAGEMENT | 301 EAST MAIN STREET | BRENHAM, TEXAS 77833 | 979-530-2478
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services offered through Virtue Capital Management (VCM), an SEC registered investment advisor. ValuePoint Wealth Management and VCM are independent of each other.
