NAVIGATE LIFE’S WAVES
We are committed to delivering sound personalized financial advice while providing exceptional service through our high-level process built to achieve our client’s unique goals.
At First Point Financial Management, we serve as your financial advisor and a source of support. We measure success through our long-term relationships with our clients and their families. From individual investors to entrepreneurs, our services are designed for your goals. We are uniquely qualified to help you navigate life’s ever-changing financial landscape.
As an independent firm, we are committed to offering complete objectivity and unbiased advice based solely on client needs, unlike the big box banking institutions whose main goal is corporate profits.
We offer a full range of investment and financial services and have access to a wide array of solutions through our network of trusted partners.
Through our highly personalized process, we build long-lasting relationships with our clients, offering education and guidance specific to their individual goals.
Bull and Bear Go To Market
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
Our goal is your success. Below are some resources to help you have a successful financial future.
A collection of handpicked articles.
Calculate elaborate financial decisions with total calculation.
Even more videos to enjoy.
Managing your money involves more than simply making and following a budget.
Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about important Social Security facts and what you should know as an investor.
“Life comes at us in waves. We can’t predict or control those waves, but we can learn to surf.”
- Dan Millman
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
"Look before, or you’ll find yourself behind."
- Benjamin Franklin
It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."