265 Gable St,
Together, we can spark your financial journey as we help you organize, build, protect and/or transfer your wealth in a comfortable, safe environment while growing your financial intelligence.
Mutually, through trust and long-term relationships, we work with you to create your legacy to let the love in your life live on with our guidance and expertise for generations!
Plans need to be dynamic and must evolve with the need of the hour. So, monitoring and reviewing the progress of your plan regularly and systematically is an important step in the financial planning process.
Here are some key considerations for maintaining your financial health as you proceed through the process.
Consider all options for managing funds in a former employer's retirement plan
For Our Community
Flashpoint Financial Services was built by two individuals who, at their core, believe giving back and increasing financial literacy is the key to creating, preserving, and sharing wealth (financially and intrinsically). They hope to grow with you while you enjoy the below events.
LPL Financial Advisors:
Shalana Poole CFP®, CDFA®
We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.
In this ebook, we outline four important Social Security facts that every retiree should know and help you understand your benefits. Download yours today.