Our goal here at Northpoint Financial is to manage your financial risk in retirement. We do this by seeking out financial strategies that best fit your account. For an Optimal Retirement, you don't deserve a Sales Person, a Specialist, or a Tech... Your Financial Plan deserves a Fiduciary
A fiduciary is someone legally entrusted with the care of money or property on the behalf of another individual. It is an ethical obligation to act solely in someone else’s best interest. This minimizes conflicts of interest and make a financial advisor more trustworthy. To learn more about the who will be handling your money, click here.
At Northpoint Financial, we emphasize our independence and ability to choose "Best-in-Class" companies for our Clients. We are proud of this flexibility. When you work with us, we will assemble a comprehensive (not complicated) plan. We vow to help you make informed choices on your retirement future with nothing but your best interest in mind.
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"I expect to spend the rest of my life in the future, so I want to be reasonably sure of what kind of future it's going to be. That is my reason for planning."
-Charles F. Kettering
Are you 100% sure of your retirement plan, or do you have some doubts?
Prospective clients often come into my office with binders full of many different investments they have collected over the years, like stocks, bonds, ETFs, annuities, and mutual funds, in their portfolios. I ask: What are these investments supposed to do for you? Usually, they are not sure. This prompts a second question: It looks like you have relied heavily on the advice of different advisors over the years along with a current one. Assuming that is the case, can you tell me their philosophy about money? Again, the client is usually not sure.
The information provided herein is the exclusive property of NorthPoint Financial, LLC. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.
Investment Advisor Representative and advisory services offered through Royal Fund Management LLC, a SEC registered Investment Advisor.
James L. Clifford is an Investment Advisor Representative registered in the State of Maine and Florida
Guarantees and protections are subject to the claims-paying ability of the insurance companies.