POINT SUR ADVISORS

A Different Kind of Financial Advisor

The greatest value we bring to our clients is helping them to take action to implement the techniques and strategies that build wealth.

- ABOUT POINT SUR ADVISORS -

Wealth Management & Retirement Plan Consulting

Erika Bylund is a certified financial planner and advisor. She holds Series 7 and 66 securities licenses in addition to a CA life & health insurance license. She relies heavily on her business background in drafting plans for clients. She work with clients to implement financial strategies and coordinate their resources to build wealth. This will often include coordinating tax and estate planning strategies with the appropriate investment allocation and account types and managing downside protection.

- WHY CHOOSE US? -

Why Use Point Sur?

Working with Point Sur Advisors is a good fit for people who:

Want to work closely with an advisor and interface with their advisor regularly

Are dealing with financial complications related to divorce or the death of a spouse

Need financial planning and management for intermediate to long-term time frames

Need specialty planning related to business ownership and qualified retirement plans

- HOW WILL YOU HELP ME? -

Not everyone needs to work with an advisor. Those who benefit most from working with an advisor include:

People who do not want to or cannot manage their own investments and various account types

People who have ample financial resources and want more advanced strategies to address concerns related to taxation, more complex investments, and transferring assets to the next generation

People who need help planning for downside protection, including long-term care, disability, and loss of a family member

People who are too busy to research and implement their own plans, even if they know how to do it

People who want an advisor to coordinate planning strategies between their tax and legal advisors

Business owners who need to coordinate their personal financial strategies with legal and tax complications of their business interests and corporate retirement plans or buy out agreements

The greatest value we bring to our clients is getting them to take action to implement the techniques and strategies that build wealth and coordinate recommendations with their tax and legal advisors.

- SUCCESS STORIES -

Financial Case Studies

- CASE STUDY #1 -

A young client inherited a substantial amount of investment and real estate assets from her grandmother. Being very young and inexperienced in dealing with financial, tax, legal/estate issues, her accountant referred her to me to help her manage the assets. With the help of her CPA, we were able to shelter a substantial amount of her assets from taxation and invest them to secure her future retirement and provide current supplemental income as she was building work experience.

Interested In Working Together?

Get started in four easy steps!

1 Schedule an initial consultation.

Schedule an initial consultation. You may use the scheduling link to book a time that works for you talk via phone or web meeting.

2 Strategy meeting.

After the initial consultation, the next step is a strategy meeting to review documents and gather information.

3 Proposal presentation.

We will present initial recommendations, confirm the scope of work, and review fees.

4 Client onboarding.

This is the final step to get paperwork completed, assets transferred, and get you situated with online account access and your review meeting schedule outlined.