DecisionPoint Financial
DecisionPoint Financial is a fee-only Registered Investment Advisor. We specialize in comprehensive financial planning & fiduciary investment management for individuals, families, trusts, business owners, First Responders, and employer sponsored retirement plans. Our services include:
- Comprehensive Financial Planning
- Fiduciary Investment Management
- Qualified Retirement Plans (401(k), 403(b), 457(b), Cash Balance)
- ERISA 3(38) Investment Managment
- Social Security Benefit Analysis
- Financial Wellness Programs for First Responders
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.