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Welcome to Chartpoint Financial Group, LLC

At Chartpoint Financial Group, we operate with the highest standards of independence, experience, and integrity. Our goal is your success. We strive to achieve long-lasting relationships with our clients. This requires trust, communication, and shared values. We provide the clear, concise, and unbiased information you need to feel confident in your investment decisions. Whatever your stage in life, we can provide a customized financial strategy to meet your requirements. Through personalized attention and ongoing professional guidance, we help our clients make prudent financial decisions to achieve long-term financial security.

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    Money is power. A fool and his money are soon parted. A penny saved is a penny earned. Money is the root of all evil.
  • Deducting 2017 Property Losses from Your Taxes
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  • Don't Wait to Ask Aging Parents These Important Questions
    It's human nature to put off complicated or emotionally heavy tasks. Talking with aging parents about their finances, health, and overall well-being
  • Why is it important to factor inflation into retirement planning?
    Inflation is one of the key factors you will need to consider when planning for retirement. Not only will the cost of living rise while you're
  • Is a nursing home the only option for long-term care?
    If you or a loved one needs long-term care, other choices besides nursing home care may be available. Here are some of the other options.
    
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 Securities and investment advisory services offered through FSC Securities Corporation, LLC, member FINRA/SIPC and a registered investment advisor. Additional insurance services offered through Chartpoint Financial Group, LLC which is not affiliated with FSC Securities Corporation.


This communication is strictly intended for individuals residing in the state(s) of CA, CO, CT, DC, ME, MA, MI, NH, TX and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.