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
We offer the following services:
Retirement and Life Goal Planning
Estate and Trust Planning
Foundations and Endowments
Insurance Coverage Analysis and Assessment
First Point Financial Management brings a combined total of 55 years of experience in all aspects of financial services. Together, we bring complementary 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.