Guiding Principles

We’re here to help you feel confident in your financial future.

HOW WE THINK ABOUT IT

We are defined by the quality of our client relationships. GROWTH POINT FINANCIAL was founded on three core principles.

 

We help people manage their personal finances. That’s a responsibility we take very seriously. From our first conversation day one, we listen and plan accordingly.
Building a financial plan or investment portfolio is one thing. Making sure the client understands it is another. We don’t just construct a plan for you, we tell you why it works and how much you are paying for it. We explain the fine print.
The buck stops here. We may have built a great plan, but did it work? Did our investment recommendations make any money? We review our plans regularly with our clients and make adjustments as needed.

READY TO TAKE

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.