The Point Financial Group

The Point Financial Group is committed to helping individuals, families, and small business owners navigate the complex landscape of investment, retirement and estate planning. We provide clear explanations of financial products and services, and carefully create a custom-tailored strategy for your financial future. Our team brings more than 100 years of combined financial experience with some associates who have met the rigorous education, examination, experience and ethics requirements set forth by the Certified Financial Planner Board of Standards, necessary to call themselves CERTIFIED FINANCIAL PLANNER ™ practitioners. THE POINT FINANCIAL GROUP IS SUPPORTED BY THE RESOURCES OF LPL FINANCIAL, the nation’s largest independent broker/dealer.* This relationship provides us with objective research and comprehensive array of tools, resources, and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you objective financial guidance and investment recommendations.*As reported by Financial Planning magazine, June 1996-2020, based on total revenue. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with The Point Financial Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.