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.
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
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.
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.
Knowledge is Power
It’s also the foundation for intelligent, well-considered decisions. When retirement is in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.