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Our Services

At 3 Point Financial Solutions, we offer a wide range of financial services to help you achieve your goals. Our services include financial education, wealth creation, debt payoff strategy, retirement planning, and estate planning. We are committed to providing you with the knowledge and tools you need to secure your financial future.

Wealth Creation

Create and grow your wealth with our expert guidance and personalized strategies. Whether you are just starting to build your portfolio or looking to diversify your investments, our team is here to help you make informed decisions and maximize your financial potential.

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Debt Payoff Strategy

Say goodbye to debt and take control of your financial freedom. Our debt payoff strategy is designed to provide you with practical solutions and support to reduce and eliminate your debt, allowing you to focus on building a secure financial foundation for the future.

Retirement Planning

Plan for a comfortable and worry-free retirement with our comprehensive retirement planning services. We will work with you to develop a personalized retirement strategy, help you understand your options, and guide you towards a financially secure retirement.

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Estate Planning

Secure your legacy and ensure your loved ones are taken care of with our expert estate planning services. Whether you are looking to create a will, establish trusts, or minimize estate taxes, we are dedicated to helping you protect and preserve your assets for future generations.

College Planning

Invest in your future with confidence through our comprehensive college planning services. From estimating education costs to selecting the right savings strategies, we work closely with you to build a personalized plan that supports your family’s academic goals. Whether you’re preparing for a child’s education or returning to school yourself, we are committed to helping you navigate the financial path toward higher learning with clarity and peace of mind.

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Personalized Consultation

Receive personalized financial guidance and tailored solutions through our one-on-one consultation services. Our experienced financial advisors are committed to understanding your unique needs and goals, providing you with the personalized support and advice you need to make confident financial decisions.

Let's Connect

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.

Address

108 E 2nd Street, Coudersport, PA 16915

Email

bgreen@brookstoneadvisor.com

Phone

814-205-0345

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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.

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The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve it's objectives. 

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