fstpt.com
Resources : First Point
http://www.fstpt.com/resources.cfm
6465 Wayzata Boulevard, Suite 350. Markets at a Glance. Percent Difference (when noted with %) otherwise Last Price. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). Benefits of A-B Trusts. History of the Federal Estate Tax. Growth Stocks vs. Value Stocks. Mutual Funds vs. Stocks. Fixed vs. Variable Annuities. Stock and Bond Alternatives. Money Purchase Pension Plans. How Much Do I Need to Save? A New Chapter for Retirement. Your Business and Retirement. Community Property...
fstpt.com
Site Map : First Point
http://www.fstpt.com/sitemap.htm
6465 Wayzata Boulevard, Suite 350. Retirement Plan Early Distribution. Long-Term Care Self Insurance. LTCI Cost of Waiting. Financial Management Insight: Strategies to Help Build Your Future. Understanding Social Security and Medicare: America’s Retirement Safety Net. Higher Education: College Saving and Funding Strategies. Investing Basics: Embark on Your Wealth-Building Journey. HOT TOPIC: Equity Crowdfunding: Why Investors Should Tread Carefully. Stock Diversification: Large, Mid, and Small. HOT TOPIC...
fstpt.com
Associates : First Point
http://www.fstpt.com/Our-Associates.8.htm
6465 Wayzata Boulevard, Suite 350. FLMI, CLU, ChFC, CFP(R). 6465 Wayzata Boulevard, Suite 350. Securities and Investment Advisory Services are offered through H. Beck, Inc., Member FINRA. H Beck, Inc. and First Point Financial are not affiliated. Strategic Finanical Concepts. Wippman Davis and Associates, Successful Retirement, Inc. are not affiliated with H. Beck, Inc. The information being provided on the following pages of this site is strictly as a courtesy:.
fstpt.com
Our Qualifications : First Point
http://www.fstpt.com/Our-Qualifications.4.htm
6465 Wayzata Boulevard, Suite 350. We realize that you have many choices when it comes to financial services. At First Point Financial, we are independent and objective. Each of our associates has extensive personal and professional experience. Together we have over 150 years of professional experience. Many hold various professional designations, and qualified representatives are registered to sell a variety of investment products and licensed to offer insurance products. Third party posts do not reflec...
fstpt.com
Business Services : First Point
http://www.fstpt.com/Business-Services.6.htm
6465 Wayzata Boulevard, Suite 350. As a business owner, you face many challenges to achieving success. The time and energy you must commit to your business can be substantial. That's why, to ensure that your business survives and grows, it helps to have a financial partner who understands your needs and cares deeply about your success. We are here to help simplify your financial life - in your business and in your personal life as well. What keeps you up at night? Key Employee Life Insurance. Third party...
fstpt.com
Leaving a Lasting Legacy : First Point
http://www.fstpt.com/Legacy-Planning.5.htm
6465 Wayzata Boulevard, Suite 350. Leaving a Lasting Legacy. Devising an estate planning strategy may not be at the top of your to do list, yet it plays a vital role in your familys financial future. A properly planned estate can help:. Protect the assets you have accumulated over the years. Ensure that your assets pass on to your beneficiaries as you intended,. Enable faster transfer of assets by avoiding or at least accelerating probate,. Provide for the continued preservation of your family wealth, and.
fstpt.com
First Point
http://www.fstpt.com/index.cfm
6465 Wayzata Boulevard, Suite 350. Welcome to our Web site,. Where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. First Point Finanical is a producer group. What is a producer group? For information on Individual Health Insurance options - go to this link: http:/ www.unoquotes.com/firstpoint/home. 6465 Wayzata Boulevard, Suite 350. Securities and Investment Advisory Services are offered through H. Beck, Inc., Member FINRA. Wippman Davis and Asso...
fstpt.com
Our Mission Statement : First Point
http://www.fstpt.com/Our-Mission-Statement.1.htm
6465 Wayzata Boulevard, Suite 350. Your needs come first. We believe in the value of long-term relationships, exceptional service, uncompromising integrity and sound strategies. These values are more than ideals to which we aspire. They are the underlying forces rooted in everything we do. 6465 Wayzata Boulevard, Suite 350. Securities and Investment Advisory Services are offered through H. Beck, Inc., Member FINRA. Of this financial professional on FINRA's BrokerCheck.
fstpt.com
Retirement Plans : First Point
http://www.fstpt.com/Retirement-Plans.7.htm
6465 Wayzata Boulevard, Suite 350. First Point Financial specializes in business continuation and estate planning funding strategies for closely held corporations and businesses. Our professionals can help you select an affordable and easy-to-maintain retirement plan that is appropriate for your business. Whether you have one or many employees, we can help you evaluate your needs and choose the most suitable retirement program to help you persue your goals. 6465 Wayzata Boulevard, Suite 350. Third party ...
