Planning for today’s needs and
tomorrow’s goals

There’s no getting around the fact that the goals and dreams that matter most to you and your family all have financial implications that require careful planning. Funding a child’s education, living your retirement dreams and making sure you don’t outlive your income all depend on the decisions you make today. At The Point Financial Group, our experienced advisors bring more than 100 years of collective financial industry experience to help you make clear, confident decisions at every stage of your financial life.

We view financial planning as life planning - a process that helps enable you to live the life you envision.

Whether you’re seeking a greater sense of financial independence or simply more time to focus on your family, friends or career, we offer an array of resources to address all aspects of your finances. We realize that your goals and objectives may change over time, so we focus on building income strategies that can easily adapt to your evolving needs as we help you plan for every season of your life.

Learn more about The Point Financial Group client experience :
Client Commitment | Planning Process | WealthVisionSM

PORTFOLIO ANALYSIS

We assess your current holdings and make sure they are aligned with your short- and long-term goals.

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INCOME MANAGEMENT

We develop a strategy that helps you maintain a sufficient lifestyle today, and tactically plan for tomorrow.

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RETIREMENT PLANNING

Our specialists design an investment strategy to help you retire on your terms.

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ESTATE PLANNING

We analyze your assets and create a means to preserve your wealth from generation to generation.

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COLLEGE PLANNING

We help you prepare for your children’s education through proactive cash flow and educational tax strategies.

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INVESTMENT MANAGEMENT

Our team presents ongoing reviews of your investment performance and recommends modifications as needed.

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INSURANCE

We help you assess and then choose the most appropriate life, disability and long-term care insurance coverage.

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