3 Point Financial Solutions
I’ve always had my foot in the financial planning sector. But after these turn of events and a million conversations with friends and family to make sure that they had these things in place, I found out they didn't! No one was really prepared for this situation. Investment advisory services offered through Brookstone Capital Management, LLC, a Registered Investment Advisor: Estate Planning Debt elimination Insurance: Life, Accident, Health, Disability, Long term care Medi-care Wealth Management : The 50+ crew - turning 50? Are your assets protected? Are you prepared to live your best years out? Got questions? I have answers: Funeral homes Estate Planning Attorneys Tax Professionals & CPA’s Are you looking to provide additional value to your clients? Let’s talk about how I might partner with you or your company to provide answers to your clients questions through a personal training session. You can email me at: brian@3pointfinancialsolutions.com Brookstone Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and 3 Point Financial Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
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Denise Buchholz
Director of Operations · Operations
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Brian Green
Investment Advisor Representative · Finance & Accounting
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