"The size of your success is measured by the strength of your desire; the size of your dream; and how you handle disappointment along the way." Robert Kiyosaki
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Our Mission is to educate, help preserve, and grow our clients' assets by providing access to appropriate investments and financial advice on a personalized basis.
At Stone Point Financial, we believe with our guidance and partnership with our clients, we can help achieve your financial goal by making them a reality.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
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 understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
We want to give our clients a place to go to find out what is happening at our company and to have an easy way of communicating with us.
We want you to have access to the latest information about your financial future and regarding your accounts.
We want to provide information on different financial options and investing that we believe is relevant to our clients. We want you to know how much we value these relationships as well. It is our hope that by putting this type of information at your fingertips we can continue to provide the services you have come to expect from us.