Committed to delivering exceptional service, to communicating often, and to providing sound, personalized financial advice.

We measure our success by our long term 

relationshipswith our clients and

their families. 

We offer the following services:

Portfolio

Analysis

Retirement and Life Goal Planning

Investment and

Tax Management

Estate and Trust Planning

Employer/Employee Benefits

Foundations and Endowments

Insurance Coverage Analysis and Assessment

Educational Planning

Referral Services

YOUR SUCCESS

 First Point Financial Management brings a combined total of 55 years of experience in all aspects of financial services. Together, we bring complimentary skills in the areas of wealth and practice management, insurance services, and operations management. With you, we perform a comprehensive financial profile combined with a risk tolerance evaluation to create an individualized solution to fulfill your financial requirements. For us, it's always about the client as we have no corporate agenda like the big banks and brokerage firms. 

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Disclosures

 

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA / SIPC. Investment Advisory Services offered through Kestra Private Wealth Services, LLC. First Point Financial Management is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. First Point Financial Management and Kestra IS are not affiliated. Kestra IS does not provide tax or legal advice.

 

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.

 

The third party web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. 

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