The Point Financial

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC

[The Point Financial @ThePointFG]

Life insurance can seem intimidating, so we wanted to provide an easy-to-read resource that you can save and revisit at any time. Click the link to learn more. https://t.co/u07Siwh5Px

[The Point Financial @ThePointFG]

“Everyone likes to focus on building wealth but protecting what you’ve built is equally important.”

Insurance and risk management are often overlooked, but they play a key role in keeping your plan intact when life throws something unexpected your way.

[The Point Financial @ThePointFG]

Happy Father’s Day to all the dads and father figures who provide guidance, support, and leadership.

For all of the love and hard work you devote to your family, we are forever grateful.

[The Point Financial @ThePointFG]

In observance of Juneteenth, both the markets and our offices are closed. We look forward to serving you again on Monday, June 22nd, and we hope you have a wonderful holiday!

[The Point Financial @ThePointFG]

If you are nearing retirement but do not relish the idea of selling your business, here is an alternative. https://t.co/CDFUpnXVDD

[The Point Financial @ThePointFG]

There’s always something happening in the markets but not everything requires a reaction.

If you want a quick, thoughtful breakdown of what’s going on, you can read this week’s update here:
https://t.co/Ihle6HknQ6

[The Point Financial @ThePointFG]

Are you planning on a midyear checkup? Make sure you are keeping an accurate evaluation of your plan. Life changes. https://t.co/xb8Rmeb456

[The Point Financial @ThePointFG]

Homeownership can play a large role in wealth building. Here is a detailed look at how. https://t.co/GHGkvlqmZ3

[The Point Financial @ThePointFG]

At The Point, we believe strong financial habits start with simple decisions.

Making saving a priority—even in small amounts—can help build momentum over time. It’s not about being perfect, it’s about being consistent.

[The Point Financial @ThePointFG]

Different stages of life dictate different strategies to reach your goals. Retirees in particular are noticing the pains of inflation, and this article provides some good insight into why. https://t.co/7jCZo9Vd4B

[The Point Financial @ThePointFG]

As circumstances change, periodic reviews can help ensure your plan continues to support your priorities and goals.

Contact us: https://t.co/dmfiWN5gdu

[The Point Financial @ThePointFG]

Today we pause to remember and honor those who gave their lives in service to our country. We do so with gratitude and unending respect.

[The Point Financial @ThePointFG]

If you are planning to transition your business, you have several decisions to make. Here is an overview of what you can expect, and some guidance to get you through it. https://t.co/81CMoBjOsh

[The Point Financial @ThePointFG]

Progress often happens gradually. Small financial habits, practiced consistently, can lead to meaningful results.

[The Point Financial @ThePointFG]

An emergency fund can help create flexibility when the unexpected happens. Even modest savings can make a difference.

https://t.co/zZTMJLZ1Hh

[The Point Financial @ThePointFG]

With tax season behind us, now is a good time to reflect on what worked and plan ahead for the rest of the year.

See what we can help with: https://t.co/zZTMJLZ1Hh

[The Point Financial @ThePointFG]

Thoughtful decisions today can help create clarity and direction for the future—financially and beyond.

[The Point Financial @ThePointFG]

Today we celebrate mothers and mother figures for all they do with care, strength, and dedication. Wishing a Happy Mother’s Day to all who support their families in so many ways.

[The Point Financial @ThePointFG]

Uncertainty is common, but planning can help. Regular check‑ins and clear goals can provide greater confidence over time.

https://t.co/6DAGTx67Gh

[The Point Financial @ThePointFG]

Spending money in retirement can sometimes invoke feelings of guilt. This article provides examples of what spending in retirement should look like, and why you shouldn't be afraid to enjoy the fruits of your labor. https://t.co/h2rPttW3al