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What Makes First Point Financial Planning Different?

 
Customized Team Approach.
Every individual is different and every financial plan is different. We offer a customized team approach to financial planning, focused on building personal relationships and understanding your unique needs and ambitions. We work with you to develop a Personal Investment Policy Statement tailored to match your tolerance for risk and your goals for income, liquidity and return.

 

Exclusive Service.
First Point Financial Planning is designed and tailored for clients with investable assets. By focusing on Wealth Management clients at this level, we can provide the highest level of attention and service for each client.

 

Retirement Income Planning Professionals.  
As you approach retirement, it is important to work with someone who has your best interests at heart and understands your retirement goals. As a First Point Financial Planning client, you will receive personal, customized solutions based on careful analysis and sound planning from a CERTIFIED FINANCIAL PLANNER T CFP®. Our advice strives to help clients avoid costly mistakes that are so easy to make before and during retirement and help determine the appropriate development and management for your retirement plan.

 

Working with a First Point Financial Representative
  • Experienced investment portfolio advice
  • Focused on your goals of building and preserving wealth
  • Simplification of your financial life
  • Recommendations based on your goals
  • Retirement income distribution advice
  • Confidence
  • Financial empowerment to assist you in pursuing your goals and managing your resources to allow you more time to spend doing the things you enjoy 
Resources
 
For more information or to schedule a meeting:
 
Ric Nelson, CFP®
515-663-3052
 
Stephen Kester
515-663-3024
 
 
Securities and Financial Planning offered through LPL Financial, a registered investment advisor.
Member FINRA/SIPC. Insurance Products offered through LPL Financial or its licensed affiliates.
First National Bank and First Point Financial Planning are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: AZ, CA, CO, FL, GA, IA, IL, KY, MA, MD, MI, MN, MO, NC, NE, NM, TX, VA, WI 

 

 

 

 

What Banking Should Be.