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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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The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.
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The Cost of Medical Care

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.
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Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
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Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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