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Clients

Who We Serve

For those who want something more.

For years, we have aimed to build authentic relationships with our clients, and because of that, we believe we have earned their trust. We’re honored to work with three generations of clients who can consider us an integral part of their everyday life, and our goal is to establish ourselves as their first phone call for financial and other major decisions—because we don’t just consider them clients, we consider them friends.

We serve our clients through:

Mutual partnerships
Sound, strategic advice
Opportunities to delegate
Open and honest communication
Deep level of care
Mountain landscape

Our Relationships

Do the right thing, and blessings come back to you twofold

For years, we have aimed to build authentic relationships with our clients, and because of that, we believe we have earned their trust. We’re honored to work with three generations of clients who consider us an integral part of their everyday life, and our goal is to establish ourselves as their first phone call for financial and other major decisions—because we don’t just consider them clients, we consider them friends.

FactorPoint Planning

The New Age of Wealth Management

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FactorPoint Planning, LLC (“FactorPoint”) is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The publication of FactorPoint’s website should not be construed by any consumer or prospective client as FactorPoint’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice. Investing includes the risk of loss of principal.

A copy of FactorPoint’s current written disclosure statement as set forth on Form ADV, discussing FactorPoint’s business operations, services, and fees is available from FactorPoint upon written request. FactorPoint does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

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