I work with individuals and small business owners and help them with their financial and insurance planning, investments, 401k, and SIMPLE IRAs working as fee or commission based as desired.
A thorough review of your financial goals and candid advice about the risks and rewards associated with investing and insurance offer you the opportunity to make informed choices about your financial future.
Our expertise includes insurance, investments, retirement plans, financial planning, and business continuation funding.
At Point B, we strive to help the 80% of Americans who state that they would benefit from acquiring basic financial education and information.*
Never has the need been greater than in today's challenging and unpredictable economic climate where some may postpone making investment decisions as they await stability. At Point B, we discourage market timing in favor of a long-term strategy based on your goals and current and desired financial status.
Essential to this personalized approach is our independent status. We are beholden only to you and your financial objectives. We have no incentive, and no desire, to push a particular product or company. With access to an array of investment, insurance, and income protection tools, we'll work together to grow your assets, preserve your income, and provide for your family.
While growth, income, and income protection are all important, priorities shift as your life changes. At Point B, we understand that everyone has different financial planning goals.
Call me at 831-LIFE, because life takes planning.