Thomas Point Financial, Llc

Thomas Point Financial advises clients on financial matters in the pursuit of specific life goals: financial planning, wealth management, retirement and more. Our clients are usually experienced investors who have saved a meaningful portion of the assets needed in retirement, and appreciate our mission to provide a more coordinated approach to planning and asset management. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC sipc.org. 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 Thomas Point 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.