Live Life Beyond the Numbers
With financial guidance that’s on point and purposeful.
We believe we're different than other financial firms that feel their role is solely about the numbers.
In our opinion, many other firms only know the balance of your account or the annualized rate of return. At Touchpoint Financial Advisor Group, we invest the time to understand what motivates you and gain a strong sense of your goals and dreams. We get to know you because, to us, you’re more than a number.
Let’s build a plan around your full financial picture designed to help pursue multiple goals, grow your wealth, and take care of the people who matter most to you.
Forming genuine connections with our clients and supporting them through all major life events is our ethos. Whether it’s making a career move, planning for retirement, simplifying your tax liabilities, or finding the best way to leave a legacy for loved ones, our frequent points of interaction help keep you on track toward your goals.