Our Mission: To identify and implement steps towards your definition of “FINANCIAL INDEPENDENCE” while protecting and growing your wealth.
Financial Planning for Life : Comprehensive Fiduciary, Tax Focused Financial Planning services, tailored to your unique situation. Click here to schedule a no cost/no obligation consultation call.
HOW WE ARE DIFFERENT:
Most Financial and Investment Companies focus on two main areas of financial planning: the Plan itself and the Investments. They will incorporate some or all the LEFT side of this Financial Planning Triangle in varying degrees. In fact, most Financial/Investment Companies state in disclosures that they do not provide tax advice.
Three Points Financial proactively integrates the RIGHT side of this Triangle into Client’s Financial planning. Our services include ongoing review and implementation of approved strategic tax decisions, and for most of our clients, we prepare individual tax returns. This allows us to analyze relevant and timely information to address one of the most important aspects of your overall Financial Plan: How can we help you save on your personal taxes now and in the future.
With current and proposed changes in Income and Capital Gains Tax Rates and potential changes in Estate Planning Thresholds, we will be proactive to identify tax advantages for clients. We analyze the financial outcome and timing of buying, holding, or selling rental, business, and other investment properties. We discuss business planning for small businesses and Cash Flow situations. For those who are charitably minded, we help strategize donations with tax advantages in mind.
We also include LIFE ENRICHMENT. Since quality of life is so important, we occasionally offer ideas and discussions via blogs, podcasts and videos on topics of interest that tend to enrich our lives.
