OUR SERVICES

Working as your personal Chief Financial Problem Solver, we have no boundaries in helping you.  We have the resources and experience to provide you with a personal financial road map that is easy to understand. For more detailed information on solutions please click any of the links provided to the left.

Advisor Coorination:
Are you regularly receiving conflicting advice? Your existing relationships may include legal, tax, insurance, banking, not to mention family and friends?

Legal Advice:
Attorneys are a key component of a successful financial team. We will work with your trusted legal advisor, or can introduce you to one, and make sure their advice compliments your financial goals.

Family:
Having an independent source of advice or an intermediary with family financial issues can sometimes be a tremendous help.

Insurance Agent:
Although each agent will have merit, it will be biased in the direction that agent is accustomed to. We call this "advisor or agent bias" and it may lead to lack of clarity and contradictory solutions.

Banking Services:
We all have access to excellent banking relationships or if not, we can introduce you to one.

Investment Advice:
Most of our clients have experienced long-term successful relationships with advisors. We can help you migrate all or a portion of you holdings and contacts if necessary.  We can also work in a  "board of directors" capacity and offer oversight to these experts to ensure their decisions are synchronized with the overall plan.

Realtor Advice:
With an abundance of offerings and professionals, one needs good negotiating skills plus years of experience on there side when it comes to any leveraged or non-leveraged transaction.

Sports Professionals / Contract Advisors:
We will work with your trusted sports agent/advisors and turnkey media groups.  Our goal is to make sure their advice compliments your financial goals.

Tax Advice:
Minimization of tax and reduction of liability requires the integration of advice from numerous sources.

You:
Do you sometimes feel your family, friends or other advisors are pulling you in different directions?

3 Pointe Financial Services eliminates bias to provide clarity and get everyone working in the same direction.  We work as the quarterback of your winning team with only your best interest in mind.