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SERVICES

Our first priority is your helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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WEALTH MANAGEMENT

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work.

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RETIREMENT

Where will your retirement money come from? 

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INSURANCE

Insurance transfers the financial risk of life's events to an insurance company.

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ARE YOU RETIREMENT READY?

Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.

At Bay Point Financial, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address client's individual needs and goals, both short and long-term.

Retirement is a significant milestone in one's life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow's retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.

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THE POWER OF AFFILIATION

I am affiliated with Cetera Advisors, one of the premier broker-dealers in the industry. As my broker-dealer, they are responsible for executing trades on your behalf.

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