Retirement Wealth Management
Secure Your Future, Elevate Your Lifestyle
Tailored retirement strategies that not only protect your financial future but also empower you to enjoy the lifestyle you deserve
About Twelve Points
At Twelve Points, our team of advisors helps you design a plan customized to your specific needs focusing on Financial Planning and Elevating Your Retirement Lifestyle.
Financial planning is the foundation for creating a secure and fulfilling retirement, ensuring that your goals align with your financial future. At Twelve Points, we focus on crafting a personalized plan, for both individuals and companies, that not only supports financial security but also empowers designing a lifestyle that reflects one’s passions and dreams.
Financial Planning
Retirement is a major life achievement, but it often brings uncertainty and important questions about finances, timing, and ensuring security for the future.
Many people start thinking about retirement long before their final day of work, wondering if they’ll have enough money, when to retire, and how to avoid becoming a burden on family.
At Twelve Points, we help clients build a customized financial roadmap for retirement, addressing key factors like determining the ideal retirement time, ensuring long-term cash flow, and maximizing investments with tax-efficient strategies.
Retirement should be a fulfilling and joyful chapter, but it’s also important to plan for both the big picture and the unexpected details, such as medical bills or tax changes. Our team works with you to account for your current and future financial needs, helping you create a detailed plan that supports your goals and provides peace of mind. From determining the best time to retire to optimizing Social Security and 401(k) withdrawals, we’re here to help you navigate every step of the process. Contact us for a complimentary financial review and start building your personalized retirement strategy today.
Elevating Your Lifestyle
Retirement is not an end but a new beginning, often accompanied by uncertainty about finances, lifestyle changes, and finding new purpose.
Many individuals worry about leaving a career that has shaped their identity and provided financial security.
At Twelve Points, we believe that retirement can be one of the best chapters of your life, and we’re here to help you navigate this transition with a proactive, personalized financial strategy. We work with you to align your wealth with your passions and goals, whether it’s traveling, philanthropy, or even relocating internationally.
We understand that retirement is about more than just financial stability — it’s about creating a fulfilling, purpose-driven future. Our team will guide you through the process of envisioning a retirement that excites you, while ensuring your finances are structured to support it. Reach out to us today for a free consultation, and let’s work together to develop a comprehensive plan that allows you to retire confidently and enjoy your lifestyle for years to come.
Barbara Maietta
Wealth Advisor
With over 25 years in the financial services industry, Barbara works every day to do her best to help her clients achieve financial security and transition to active and fulfilling retirements.
Financial planning with Twelve Points has provided Barbara the opportunity to follow her passion to meet, understand and help people achieve their financial goals. With a diverse background in financial services she draws from all her knowledge, experiences and expertise to create a holistic financial planning experience for our clients that results in roadmaps they are able to follow to achieve their dreams.
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Talk To An Expert
To discuss how we can help you design your retirement around your dreams, and invest in a lifestyle that ensures you’re living your best life.
