Plan for life today, tomorrow, and beyond


At On Pointe Solutions, financial strategy is about more than managing money—it’s about realizing the vision of the life you want today and in the future. Whether you're looking to roll over a 401(k) or 403(b), explore retirement optimization options, make the most of your Social Security benefits, or plan for legacy giving, we offer thoughtful guidance tailored to your long-term goals.


Our approach is designed to simplify complex financial decisions and help you build a strategy that supports the lifestyle and legacy you envision. With personalized retirement planning and financial analysis, we’re here to ensure your money works as hard for your future as you have.

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4 Easy Steps for Financial Planning

1

DISCOVERY

Begin with a personalized discovery session. We'll delve into your aspirations, challenges, and the vision you have for your life. This session lays the groundwork for a tailored plan designed just for you.

2

BUILD A PLAN

Based on your unique needs, we'll create a customized plan. We will dive into targeted strategies.... actionable steps toward goals. etc.

3

REVIEW

We will meet with you to ensure that the plans we have created make sense, feel comfortable, and fulfill your goals.  We will work together until the plan feels right.

4

ONGOING SUPPORT

Our relationship is a long-term relationship.  We will have periodic check-ins, progress assessments, and provide unlimited email support ensure that you stay on track and feel confident about your financial plan.

We work with expert partners.