Our philosophy was designed around getting to know you as an investor. Explore stories about investors who have taken their first steps towards a better financial future with FirstPoint.

Young family getting started

Robert & Sarah Miller

Young Family Getting Started

Robert & Sarah Miller

Jan 2013

Recent retirees

Michael & Ilene Jacobs

Recent retirees

Michael & Ilene Jacobs

April 2013

Diversifying company stock

James Robinson

Diversifying company stock

James Robinson

April 2013

Newly married

Jeff & Amy Jones

Newly married

Jeff & Amy Jones

January 2014

Planning On Her Own

Laura Williams

Planning On Her Own

Laura Williams

January 2014

The scenarios presented here are for informational purposes only and do not represent the experience of actual clients. Individual results will vary and the outcomes described are not indicative of future performance or success.

While all client situations are unique, these case studies are intended to provide examples of how FirstPoint Financial advisors work with clients to find creative and effective solutions to each client's unique financial planning situations.

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