Services
Services
How We Work
The financial management process at First Point Financial begins with and in-depth evaluation of your current financial situation and a review of your current investments. Once we've established your overall objectives, we'll focus on your specific goals.
We offer the following services to our clients:
Portfolio Analysis
Our comprehensive approach examines your current financial situation and evaluates both your long and short term goals. We then tailor-make a portfolio designed to help achieve those objectives in a way that matches your lifestyle needs, but also stays within your specific level of risk-tolerance.
Retirement and Life Goal Planning
Investing is about being prepared for critical life events - from the birth of a child, to the passing of a loved one, to working towards the perfect retirement. We understand that there will be bumps in the road, but our goal is to make the journey as smooth and enjoyable for you as is possible.
Investment and Tax Management
As taxes have become an increasingly burdensome aspect of life, we implement tax strategies to help minimize their consequences and help you retain more of your hard-earned wealth. This helps ensure that more of your money is working for you and is especially important for your financial well-being into your retirement.
Employer/ Employee Benefits
Through our vast network of investment professionals, we offer a myriad of options for Defined Benefits Plans, 401Ks, simplified employee pension plans (SEP-IRA), and retirement services. These benefits are essential for retaining talented employees and bringing on new ones.
Referral Services
We operate on the principle that building business happens by building relationships. We have clients, contacts, and friends in every manner of industry and service whom we can gladly connect you with because we understand that the importance of making connections is tantamount to nothing.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
samj@fpfmgmt.com | 818-436-6668