Products & Services
At Northpoint Financial Group, we provide assistance in the following areas:
Investments *
Money Market
C.D.’s
Treasury Bills
Treasury Notes
Bonds
Common Stock
Mutual Funds
Unit Investment Trusts
Annuities (Fixed, Equity-Indexed, Variable)
Brokerage Accounts
Financial Planning *
Retirement Planning
Tax Reduction Strategies
Estate Planning
401 (k) Planning/Rollovers
457 Deferred Comp. Planning/Rollovers
403(b) T.S.A. Planning/ Rollovers
Roth IRA’s
SEP IRA’s
Simple IRA’s
Traditional IRA’s
Money Purchase Plans
Profit Sharing Plans
College Plans (Coverdell, 529)
Insurance
Life Insurance (Term, Whole Life, Universal Life, Variable Universal Life)
Health Insurance
Auto Insurance
Homeowners Insurance
Renters Insurance
Commercial Insurance
Disability Income Insurance
Long-Term Care Insurance
Rental Properties
Motorcycles
Boats
RVs
Gun Liability
Collector Cars