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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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  • What You Can Do with a Will
    A will is often the cornerstone of an estate plan. Here are five things you can do with a will.
  • Ten Year-End Tax Tips for 2017
    Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
  • Five Myths About Group Disability Insurance
    You may think that the chances of becoming disabled during your working years are slight, and even if you did get hurt or had to miss time at work, you could get by
  • How much money should a family borrow for college?
    There is no magic formula to determine how much you or your child should borrow to pay for college. But there is such a thing as borrowing too much. How much is too
  • How can families trim college costs?
    Trimming college costs up front can help families avoid excessive college borrowing and the burdensome student loan payments that come with it. Here are some ideas.
    
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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.