What does your financial and retirement future look like?
What does your financial and retirement future look like?
At 3 Point Financial, we understand that retirement planning can be a complex and daunting task, especially with rising costs and evolving laws. Delaying the planning process can be risky and may leave you vulnerable to unexpected problems down the road. That's why we're here to help you plan for the future and provide services to support your family when they need it most.
Our core belief is that education and understanding of your financial and insurance options are essential in making informed decisions about your future. We are committed to empowering our clients with the knowledge they need to navigate the complexities of retirement planning confidently.
Our representatives are passionate about helping you achieve your retirement goals. We pride ourselves on our expertise and genuine care for our clients, ensuring that they receive the best possible guidance and support throughout the planning process. Our goal is to make your retirement planning experience as smooth and stress-free as possible.
In summary, we're here to help you navigate the complex world of retirement planning with confidence and peace of mind. Contact us today to learn more about how we can help you plan for your unique retirement situation.
Meet 3 Point Financial Solutions
Brian Green, CLTC is a financial advisor and owner of 3 Point Financial Solutions. With more than two decades of financial services experience, he’s seen the pitfalls of not planning for different financial scenarios and retirement.
As we grow older, our health and wellness can become more challenging to manage. Extended care planning involves preparing for the possibility of needing assistance with daily living activities, such as bathing, dressing, and eating. This can be due to a chronic illness, disability, or simply due to the aging process.
Extended care planning helps to ensure that you will have access to the care you need, without putting a strain on your family's resources or disrupting your financial stability. There are several options available, which can help you pay for the cost of care, as well as assisted living and nursing home care, which provide professional care and support services.
By planning ahead, you can have peace of mind knowing that you have taken the necessary steps to protect yourself and your loved ones from the financial burden and emotional stress that can arise from needing extended care. It's never too early to start planning, so don't wait until it's too late. Let's work together to develop a personalized extended care plan that meets your unique needs and preferences.
Meet 3 Point Financial Solutions
Brian Green is a financial advisor and owner of 3 Point Financial Solutions. With more than two decades of financial services experience, he’s seen the pitfalls of not planning for different financial scenarios and retirement.
As we grow older, our health and wellness can become more challenging to manage. Extended care planning involves preparing for the possibility of needing assistance with daily living activities, such as bathing, dressing, and eating. This can be due to a chronic illness, disability, or simply due to the aging process.
Extended care planning helps to ensure that you will have access to the care you need, without putting a strain on your family's resources or disrupting your financial stability. There are several options available, which can help you pay for the cost of care, as well as assisted living and nursing home care, which provide professional care and support services.
By planning ahead, you can have peace of mind knowing that you have taken the necessary steps to protect yourself and your loved ones from the financial burden and emotional stress that can arise from needing extended care. It's never too early to start planning, so don't wait until it's too late. Let's work together to develop a personalized extended care plan that meets your unique needs and preferences.
Norman Halverson has over two decades of corporate Risk Management experience and holds B.S. and M.S. degrees from Columbia Southern University.
Having transitioned from the corporate world, Norm now helps individuals and smaller businesses develop strategies to reduce their financial risk through retirement planning, estate planning, personal & business insurance, wealth building, asset protection, and debt management.
With a passion for understanding and addressing the unique needs of individuals, Norm is committed to providing personalized financial services that prioritizes your personal interests, above all else.
"Each person's financial journey is different, and I firmly believe it requires custom tailored solutions to navigate effectively. "
My promise to clients. I will:
- Listen to your needs and goals
- Analyze your unique circumstances
- Work with you to build a solid plan together
- Follow up regularly to check in
- Be available for questions
Norm lives in southern New Jersey with his wife Kelly. Between the two of them, they have six adult children living in several states. Norm and his wife also love exploring the world through travel, and giving back to the community.
Norms Contact Information (click link below):
License #s: PA - 1151341, NJ - 3002569026, CA - 4315138
Kevin Elias is a seasoned real estate investor and property manager, with over 10 years’ experience in both long-term and short-term rental management. After graduating from Bloomsburg University of Pennsylvania, he went on to earn his Masters from Montclair State University.
Kevin began a career focused on assisting others as a high school baseball coach and school counselor. After years of overseeing the college admissions and financial aid process, he became interested in teaching others to use financial literacy and careful planning to live the lives that they deserve and to secure their financial future.
We’re ready to make
a new friend.
Say hello. If you need a professional who could help you with your retirement income plan, or with you insurance planning needs, look no further. 3 Point Financial Solutions is ready to help you tackle whatever challenges you have ahead of you.
CONTACT US
Phone : 814 205 9978
Email : brian@3pointfinancialsolutions.com
OUR LOCATION
108 E 2nd Street, Coudersport, PA 16915
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and 3 Point Financial Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
Information provided is not intended to be tax or legal advice and not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.