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Experience | Guidance | Trust 

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.

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.

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Understanding Today's Financial Environment

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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