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WELCOME TO ON POINT STRATEGIC PLANNING

At On Point Strategic Planning we provide wealth management solutions that help our clients achieve financial freedom.

Our financial strategies are customized around the needs and goals of each individual client; when it comes to finances, there is not a one size fit all option and we embody that. We start off by evaluating our client’s goals, risk tolerance, financial position, and ability to save and then formulate an appropriate investment strategy to get them to their desired end result.

When we discuss the future with our clients, we take into account all aspects of planning and ways to protect them through life’s many chapters. At On Point Strategic Planning, we like to give our clients personalized attention and specialized care, all while having the resources of a national firm.

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Here at On Point Strategic Planning we pride ourselves on integrity and helping our clients reach their financial dreams.

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Insurance

Insurance

Planning for life’s road bumps with proper insurance will help keep your financial strategy on track. While we can’t always predict what will happen in the future, On Point Strategic Planning can position you and your family in the best possible light.

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Investments

Investments

You worked hard for you money now let us work hard for you and create an investment strategy that is aligned with your goals

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Retirement

Retirement

Planning for the future doesn’t have to be overwhelming. We provide financial recommendations to help create a comfortable lifestyle over the years to come.

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Financial / Special Needs Planning

Financial / Special Needs Planning

We analyze your entire financial picture in order to formulate a completely customized financial plan. When it comes to planning for families who have dependents with special needs, we tap into unique resources and customize an approach that caters to those needs.

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Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.
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When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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What Can You Buy With 529 Distributions?

What Can You Buy With 529 Distributions?

This article can be a helpful guide when begin preparing for education expenses.
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