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Our Services

At Four Point Financial we offer a wide range of investment planning, lending, and insurance services to help you on your path to a brighter future. Whatever your goals and needs are, we have the expertise to get you there.

Planning For Your Family

Life happens. Be prepared with a comprehensive financial plan that protects your family today… and tomorrow.


Financial Planning

The key to a successful today and a prosperous tomorrow is a solid financial strategy. Our streamlined Four Point Process determines the right balance between income, risk, debt, and taxation to create a custom financial plan and get you to the place you need to be.

Retirement Planning

It’s never too late to get on the right track for a comfortable retirement. Get a customized financial plan that fits the life you have and the life you want.


Savings and investments are essential to achieving any financial goals… but which financial products are right for you? Let one of our CFPs lay out the pros and cons of using the various products and how using them can affect your long-term plans, overall growth, and taxation. 

Planning For Your Business

Running a company requires a lot of focus, time, and dedication. Allow us to take the financial planning, company benefits, and group retirement programs off of your plate with customized programs for you and your staff.


Business Owner Protection

Your business is more than how you make a living—it’s an investment in your future. Safeguard yourself and your family from liability with tailor-made business owner protection plans.


Group Benefits

The right group coverage can go a long way toward productivity and success. Get customized benefits solutions that check all the right boxes for your business.

Mortgages And Lending

Any time money is being borrowed, it’s important to consider the risks and rewards of the venture you are investing in.  


Residential Mortgages

As a homeowner or prospective homeowner, it’s important to understand the ins and outs of debt and mortgages. We’ll teach you the difference between fixed and variable rates, how much you should use for a down payment, how to search the market for competitive rates, and how to properly fit it into a budget that your family can afford.  


Business Lending

Plan the day-to-day cash flows of your business with a well-designed commercial mortgage. Our financial advisors can help you secure the debt you need to operate your business, building, and land. 


Strategic Investing

When you borrow money there are many factors that need to be considered.  Time horizon, taxation, budget, cash flow and overall risk tolerance.  We will help you determine if you are a good candidate for borrowing to improve your financial situation and net worth.


Commercial Mortgages

Budgeting and cash flows are critical to your success when operating a business. Let our CFPs show you how flexible, tax-advantageous debt can create opportunities and provide relief. 

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