facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

We serve as your financial compass helping customize a plan to fit your goals

At ResultPoint Financial, we’ve created a culture and atmosphere to give you peace and certainty in your financial future so you can focus on what is really important in your life. When you step foot into our office, we want you to immediately feel a sense of confidence because the minute you walk through our doors, you’re already on the fast track to living a more successful and enjoyable life.

We’ve worked hard to build the culture we have today, and every new member who joins us offers you even more value through their shared values, priorities and vision. Culture is not something we take lightly, as we know that the only way you will be truly happy working with us is if every team member is aligned on the same principles.

Benefits of Working With Us


Like you, we’ve made financial mistakes too.

No one is perfect, and we don’t expect you to be either. We strive to create an open, nonjudgmental space where you can share your concerns and worries without feeling embarrassed or less than you’re worth. Every one of us understands that managing your money is a huge responsibility, and we value having the opportunity to take some of the responsibility off your shoulders.

Our goal is for you to need us less and less.

Through ongoing guidance and education, you’ll gain the confidence you need to make some of these decisions on your own. Of course, we’ll be here to guide you every step of the way, but throughout our partnership, we want to provide you with the knowledge and tools you need to manage your finances on your own as much as possible so you feel empowered to take control of your financial future.

We strive to exceed your expectations every day.

While our efforts will be focused on helping you achieve your objectives, our ultimate goal is for you to surpass them. After all, you’re investing time, money and energy into working with us, and we want to make sure you’re getting maximum value out of our relationship. Throughout our time together, we’ll be constantly looking for new ways to get you closer to where you want to be.