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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