FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
Our Primary Purpose
At Freedom Point Financial Services, our primary purpose is to empower individuals to navigate the complex financial-services world with confidence. Through a collaborative team approach, we bring together diverse professionals with specialized expertise to address your unique needs. With a deep understanding of the intricacies of wealth management, investment strategies, tax planning, and estate planning, we provide personalized solutions tailored to your specific goals. Our commitment is to guide you on your financial journey, ensuring your wealth is preserved and grown while enjoying the lifestyle you desire. Discover the power of our collaborative team of experts and unlock the full potential of your financial future by contacting us today.
At Freedom Point Financial, we recognize that high-net worth individuals and their families have unique financial needs and aspirations. That's why we invite you to experience the power of our academic research and evidence-based approach that is meticulously designed to meet the distinct challenges and objectives that come with substantial wealth.
We follow the Dimensional Investing philosophy which is grounded in decades of economic theory and backed by thorough analysis and data. That means more than just getting the best returns. It means offering greater peace of mind because investors know that a transparent process backed by decades of research is powering every decision we make. For over 30 years, we’ve seen the difference our approach has made in people’s lives. Our goal is to help people live better—not just years from now, but today.
Every dollar we invest has financial science at its core.
We categorize differences in company size, relative price, or profitability as long-term drivers—or dimensions—because these expected returns have tended to persist over many years. We apply one philosophy and have proven strategies dating back decades, including some that have been serving investors for over 30 years. Through time, we’ve experienced a wide range of market conditions, and clients have stayed with us. A track record this long is revealing and reinforces the importance of having an investment philosophy you can stick with.
We recognize that every dollar invested with us represents the hard work, savings, and dreams of our clients. To deliver a better investment experience, we use our accumulated expertise, judgment, and skill to pull the right levers at the right time. That can make a huge difference in our clients’ lives.
We understand that no single strategy fits everyone. With an unwavering commitment to putting our clients first, we provide personalized attention and care at every step of the way—from comprehensive planning to execution and ongoing wealth management support. Our proactive approach enables us to develop a strategy tailored to address your specific financial goals, leveraging the most efficient and effective methods available.
Anticipating and Overcoming Challenges
We acknowledge that life presents unexpected challenges along the journey to financial success. With our expertise and forward-thinking mindset, we strive to anticipate and address common life situations that may arise, with the goal of keeping you on track toward a meaningful and purpose-driven financial future. Our dedication to understanding your unique circumstances enables us to provide timely guidance and proven strategies and solutions, helping you have financial well-being in both prosperous times and unforeseen circumstances.
Explore Our Wealth of Resources
We invite you to explore the wealth of valuable information available on our website, specifically curated to cater to the needs of high-net worth individuals and their families. Gain insights into our specialized services, wealth management strategies, and expert perspectives on various financial topics. Should you have any questions or require further assistance, please do not hesitate to reach out to us via email or by calling our office. We eagerly await the opportunity to engage in a meaningful conversation with you.
Experience the Difference
Choose Freedom Point Financial Services as your trusted partner in navigating the intricate world of wealth management. Our commitment to delivering time-tested, evidence-based solutions, personalized attention, and proactive support ensures that you can confidently embrace the financial future you envision. Take the first step toward financial success and schedule a consultation with our team today. Together, we will craft a customized roadmap that aligns your aspirations with a prosperous and fulfilling financial journey.