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Delafield, Wisconsin – December 12, 2011

Local Investment Advisers named to the "Best Financial Advisers for Doctors"

Medical Economics Journal has recently named Daniel W. Wilson, CFP® and Robert T. Dignan, CFP®, of CedarPoint Investment Advisors, Inc. in Delafield, Wisconsin to the 2011 List of the United States Best Financial Advisers for Doctors. Read more...

Delafield, Wisconsin – January 30, 2012

4th Quarter 2011 Newsletter

Making Financial Resolutions? Look Back at Last Year; Debt Payoff Strategies; The Problem with Do-It-Yourself Estate Planning; Ask the Experts. Read more...

Delafield, Wisconsin – October 1, 2011

3rd Quarter 2011 Newsletter

Year-End Investment Planning: The Clock Is Ticking; Making Benefit Decisions during Open Enrollment; Factoring Health-Care Costs into Retirement Planning. Read more...

Medical Economics – November 2010

Who is Your Family's Personal CFO?

When a patient faces a complex medical issue, no team of medical professionals can be successful unless they operate as a team. Your personal financial situation is no different. Read more...

Delafield, Wisconsin – November 15, 2010

Delafield Advisers Receive National Acclaim

The Medical Economics Journal has recently named Daniel W. Wilson and Robert T. Dignan, CFP® to the 2010 List of the United States’ Best Financial Advisers for Doctors. Read more...