We build customized investment portfolios that benefit from market upswings, weather market downswings, provide cash liquidity and achieve long term growth for each client.
Addressing these complexities from a Fee-Only (Fiduciary) perspective means we offer recommendations that put your interests first. In addition we are among a select group of independent fee only advisors approved to recommend, among other investment recommendations, funds by Dimensional Fund Advisors (DFA). DFA offers diversified funds in domestic and international asset classes that enable us to design tax efficient and tailored investment strategies. us.dimensional.com . Our planning and investment recommendations solve issues such as:
- Deciding whether to invest in stocks, mutual funds, bonds, commodities, real estate
- How much cash to keep in a savings account
- Tax implications of investments and which investments belong in which accounts
- The right time to sell an investment
- Understanding the impact of real estate on current and future net worth
- Building a retirement plan that will keep up with inflation
- Incorporating your personal estate planning into your investment portfolio
- Building tax free and tax deferred savings for retirement
At Three Points Financial we:
- Thoroughly discuss your goals before making investment recommendations;
- Review your comprehensive financial situation and lifestyle before determining the appropriate level of investment risk;
- Recommend the appropriate real estate exposure to achieve long-term financial stability;
- Integrate tax planning into the investment strategy.