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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.

Estate and Trust Planning

Through our strategic alliances, we offer an array of resources to help you to preserve your legacy through a well-planned estate and/or trust. We work to help ensure that your will is always honored and that your heritage is protected both for you and your beneficiaries.

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.

Foundations and Endowments

We understand that passion is as critical to building wealth as it is to giving it away. We offer structured, low-risk investment platforms to safely and healthfully grow foundations and endowments so that the contribution is as great as the passion behind it.

Insurance Coverage Analysis and Assessment

In congruence with our estate planning team, we offer a comprehensive look at insurance and how it relates to estate planning, charitable giving, spousal and family protection, probate avoidance, and tax-free transfer of wealth.

Educational Planning

As the cost of education continues to rise, the need to plan accordingly is a greater and greater imperative. Our long-term, low-risk management strategies are a perfect way to help reduce the worry and the difficult financial burden of paying for college when the time comes.

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. |  818-436-6668