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Customized Financial PlanningWhere Do You
Want To Go?

Retirement isn't a finish line — it's a new direction. We help you build a financial plan that reflects the life you actually want to live.

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Who We Serve

We work best with people who've built real wealth and are ready to stop managing it themselves and start enjoying it, whether retirement is a few years away or already here.

And because your financial life doesn't stop with you, our expertise extends to support family around you:

  • Pension replacement and tax-optimized retirement income, so your paycheck keeps coming without the guesswork.
  • Estate, legacy, and charitable planning that carries your wishes forward to your children and grandchildren.
  •  Pre-retirement transition and equity compensation (RSU) planning, for the final stretch before you retire.

How We Help Comprehensive Financial Planning

From your first working years through retirement and legacy planning, our approach adapts to where you are today and where you're headed next.

Financial Planning

A plan built around your goals, not a product. We look at the full picture — income, savings, and risk — so every decision fits the life you're building.

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Retirement Planning

From income strategy to healthcare costs, we help you plan for a retirement that's fully funded and fully yours.

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Portfolio Management

Ongoing, disciplined management designed to align with your goals, time horizon, and comfort with risk.

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Estate & legacy Planning

Thoughtful planning to help protect what you've built and pass it on the way you intend.

 

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Why Freedom Point? More Educators Than Salespeople

Founded On Academic Research

Our strategies are grounded in research, not trends — so your plan is built to hold up over time.

Skilled At Saving You On Taxes

We look for tax-efficient opportunities throughout the year, not just at filing time, to help you keep more of what you've earned.

A Family-Owned Firm

As a family-owned firm, we bring a personal, long-term perspective to every relationship we build.

Who We Are Three Decades Of GuidingFamilies.

Who We Are Three Decades Of Guiding
Families.

For over 45 years, we've helped families navigate life's financial milestones, from building a career to preparing for retirement and everything in between.

We believe good advice starts with listening. That's why we take the time to understand your full financial picture before recommending a path forward.

Frequently Asked Questions Have A Question? We Have Answers.

Financial planning comes with a lot of questions. Here are a few we hear most often — and if yours isn't listed, we're happy to talk it through.

Ask Us Anything

  • Our investment philosophy centers on discipline, diversification, and a long-term perspective. Rather than reacting to short-term market swings, we build portfolios aligned with your goals, time horizon, and risk tolerance, and we review them regularly to keep them on track.

  • This depends on your income needs, expenses, retirement timeline, and other personal factors. We work with you to model different scenarios so you can see where you stand and what adjustments, if any, may help you reach your goals.

  • Tax efficiency is a core part of how we approach planning. We look for opportunities throughout the year — such as account type, timing of withdrawals, and charitable giving strategies — that may help reduce the taxes you pay over time. We recommend working with your tax professional on the specifics of your situation.

  • Our fees are transparent and disclosed upfront so you know exactly what you're paying and why. We're happy to walk you through our fee structure during a complimentary consultation.

Resource Center A Hub Of Insights For Our Clients

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
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When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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Your Social Security Roadmap

Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.
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Get Started We'll Get There, Together.

We serve affluent families in Prescott, Phoenix, and nationwide who have developed a level of wealth complexity that feels daunting at times. They desire a trusted partner they can rely on to manage the details, so they can go enjoy their lives.

If that's you, let's talk. Your first conversation is complimentary.

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