Kelly O.'s Linkedin Analytics

As a Point B Financial client, you are also a partner. As a partner, you benefit from a single, mutually beneficial objective - reaching your financial goals. From today and into retirement, the responsibility for your success is something we share with you. As your partner, our goal is to show you the way. We begin by defining your financial goals. We set a plan in place that includes regular maintenance and monitoring. And together, we achieve these goals. Financial success is defined by your personal goals. Our objective is to ensure those goals are reached ...a destination we refer to as Point B.