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WELCOME TO THE POINT FINANCIAL GROUP

WELCOME TO THE POINT FINANCIAL GROUP

Experience | Guidance | Trust

COMPREHENSIVE PERSONAL FINANCIAL PLANNING

The Point Financial Group is committed to helping individuals, families and small business owners navigate the complex landscape of investment, retirement and estate planning. No matter where you are today in the financial and life planning process, you can count on our knowledge, passion and dedication to help preserve and manage your assets, prepare for the unexpected and provide for your loved ones.

With more than a century of combined financial experience, we are proud to offer you objective guidance, which allows us to put your best interests first, without compromise. Trust us to always address your needs with the highest degree of professionalism and personalized service.

Financial Planning is life planning, a process that enables 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.

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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.

FINANCIAL PLANNING

FINANCIAL PLANNING

Financial planning is at the very core of the life planning services we offer to individuals and families seeking to build, manage and preserve their wealth over time. Our approach to financial and investment planning seeks to help you:

  • Fully assess your current situation, goals and desires
  • Overcome obstacles and challenges
  • Recognize and pursue opportunities
  • Learn new ways to manage taxes, increase savings and invest more effectively
  • Adapt strategies to changing life goals or market events
  • Pursue multiple objectives and life-stage goals
  • Achieve a greater understanding of financial management principles
  • Simplify the wealth management process while reducing financial anxiety
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INVESTMENT MANAGEMENT  

INVESTMENT MANAGEMENT  

Helping you preserve and grow your assets as you pursue the goals that are most important to you, your family or your business is the very core of our investment philosophy. As independent advisors, we have access to a full array of non-proprietary financial products, resources and investment research used to develop your customized investment strategy.

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