Retirement Plans

First Point Financial specializes in business continuation and estate planning funding strategies for closely held corporations and businesses. 

Our professionals can help you select an affordable and easy-to-maintain retirement plan that is appropriate for your business.  Whether you have one or many employees, we can help you evaluate your needs and choose the most suitable retirement program to help you persue your goals.

At First Point Finanical we are independent and objective.  We believe the most effective advisor/client relationship results when there is no conflict of interest due to compensation arrangements with outside parties.

As such, we have no proprietary investment products to recommend and no vested interest in promoting a particular product or service.  Our only interest is that your needs are met and that you are always assured of unbiased recommendations and advice.