SAY HELLO TO
STRONG POINT FINANCIAL
At Strong Point Financial, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy to help you address your financial needs and concerns.
We offer a wide range of retirement planning and wealth management services focused on individuals who are in or nearing retirement age. From our main office in Orlando FL, and our satellite offices in Tampa FL, our goal is to help you manage your retirement so you can pursue your goals.
Once we help develop your plan, we will not stop there. Now begins the journey. We will be there to help you implement and manage your plan every step of the way for the rest of your life. Take the first step toward having the retirement you’ve always dreamed of!
PROVIDING TOOLS
FOR YOUR SUCCESS
Our passion is to provide everyone with that “Peace of Mind” for their financial freedom because it’s not about the money. It’s about being able to preserve the aspects of life that make it so special. And our custom Retirement Insider Plan process can help get you to where you want to be in retirement!
THE STRONG POINT FINANCIAL
RETIREMENT INSIDER PLAN
Step 1: Health Care Planning
- We will create a plan to help you address rising healthcare costs with a minimum of expense.
Step 2: Income Planning
- We help ensure your expenses can be paid month to month with reliability and predict-ability for the rest of your life.
Step 3: Investment Planning
- Once your income plan is established, we will create an investment plan for the remaining assets that you do not need to draw from month to month.
Step 4: Tax Planning
- Any comprehensive Retirement Plan will include a strategy for decreasing tax liabilities.
Step 5: Legacy Planning
- We will help you maximize your estate and income tax planning opportunities, by working collaboratively with a qualified Estate Planning Attorney, to protect any assets in trust and ensure they are distributed to your beneficiaries.