Charterpoint Wealth Strategies

Our retirewise® Associates

Our retirewise® Associates

Phone: (952) 769-2138
E-mail:
 

PlanSmart® Financial Education for Employees

Our PlanSmart® financial education series workshops may be conveniently located at the workplace to make it easy for employees to attend. The practical and straightforward information provided in each workshop is designed to help employees make informed financial decisions.

Start with a Foundation – retirewise®

A four-part workshop series, retirewise®  offers comprehensive retirement education for all employees—regardless of age. A broad spectrum of retirement issues is covered in these two-hour modules, including budgeting, investment principles, social security and estate planning. If employees determine they need more guidance for their situations, they have the option to meet personally with a local retirewise®  associate to discuss their specific circumstances and individual goals.    

Michael Cassidy, CLU®, ChFC®
Financial Planner, Financial Services Executive
Investment Adviser Representative
Member, NAIFA
Service since 1979
Phone: 952-769-2114      michaelcassidy@financialguide.com

Mark Wolpert, CASL®  
Financial Advisor, Financial Services Representative
Investment Adviser Representative
Service since 1995
Phone: 952-769-2128     mwolpert@financialguide.com

Shawn Wermerskirchen, CASL®  
Financial Advisor, Financial Services Representative
Service since 2006
Phone: 952-769-2169     swermerskirchen@financialguide.com

Casey Kreatz, RICP®  
Financial Planner, Financial Services Representative
Service since 2007
Phone: 952-769-2144   CKreatz@financialguide.com

Contact Information:

Charterpoint Wealth Strategies

301 Carlson Parkway, Suite 300
Minnetonka, MN 55305

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Members SIPC.

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