Personalized Gold Medal Services
"The New Standard in Wealth Management"


At Oak Point Financial, clients come first!

Our approach to delivering comprehensive financial services always starts and ends with you, our clients. We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams and family situations. Through a consultative process we then learn the details of your financial picture so we can construct and deliver a customized plan along with your personal Financial Action Checklist. Our experienced team of professionals fully evaluates your situation to prepare personal solutions that integrate investment planning, tax reduction planning, retirement income and distribution planning, and family wealth planning.

We then schedule to meet with you on a regular basis to discuss and update your financial situation. We pride ourselves in our constant calendars of client services and regular client communications to keep you informed of economic news and appropriate tax law and estate planning rule updates.

As we said earlier, at Oak Point Financial, clients come first!

Some of the ways we differ from other firms include:

• Our strong menu of Gold Medal Services which include a comprehensive review of: your tax reduction strategies; estate plans; investment plans*; retirement plans; and, protection plans.
  
• Our frequent and regularly scheduled meetings with clients to update your specific plans and discuss your personal situations.
  
• Our strong and consistent calendar of high quality newsletters, tax reports, and other reports and articles.
  
• Our frequent schedule of client educational and appreciation events.
  
• Our personal service that features our best and most current ideas,
  suggestions and solutions.
  
  

Our Commitment To You..........

Oak Point Financial, LLP, was founded with the goal of assisting our clients in every aspect of their financial lives. We offer all clients personal service. For each of our clients we strive to help create financial stability and confidence to provide financial independence.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only are our team members knowledgeable, but our staff truly cares about making our client’s dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.