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Our Process


Unique Concerns

Everyone has a unique list of concerns and goals. We all want to make informed decisions that will benefit ourselves and our families, along with the confidence that comes with working with trusted partners.

The list of concerns can seem daunting, you may find yourself thinking about any number of these issues:

Am I saving enough for retirement?
How can I make up for the lost time in my savings plan?
I'm thinking about my second act. Can I afford to chase a new dream?
How can I save for both my retirement AND my children's education?
How do I preserve the assets I have and pass them on to the next generation?
How do I secure my assets from tax implications?
Do I have the right mix of investments to meet my needs and risk intolerance?
How can I age in my home and maintain my independence?

A good plan puts you on a path to success!

Poor planning, or no plan at all, puts you at risk for failure. Bad decisions can cost you by overpaying for products you don’t need or can cause you to miss returns that you do need. Without a good plan, you risk being unprepared for unexpected events.


Our advisors can help you make educated decisions that will assist you in providing security for yourself and your family. With a quality plan in place, you will be able to capitalize on the good decisions you have made. You will have the flexibility to act when circumstances change and your decision-making will be simplified. Having a plan in place reduces your stress and gives you confidence that you can achieve your specific goals.

Get Started
Take the first step, Landing Point Financial Group has some great entry points for your journey to financial success.


Complimentary Initial Consultation
Contact our office to schedule a complimentary initial consultation. It’s an opportunity to get to know us and for us to get to know you. An experienced advisor will review your current situation and give you a general idea of how we might be able to assist you in reaching your goals. There is no obligation, no high-pressure tactics, just a chance to get a sense of what it might be like to work together.