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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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  • Don't Let Rising Interest Rates Catch You by Surprise
    You've probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn't directly control consumer
  • Future of the Federal Estate Tax
    While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate
  • The Health-Wealth Connection
    It's a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet
  • What is a rollover IRA, and do I need one?
    Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes
  • Can I roll my traditional 401(k) account balance over to a Roth IRA?
    Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or governmental 457(b) plan] to a Roth IRA,
    
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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.