About My Practice
Founded in 2010, Freedom Point Financial was specifically designed to assist deserving individuals in taking charge of their finances. Since its inception the firm has served federal employees, their family members, and friends. There is much to be gained from devoting time to the regular maintenance of personal financial matters.
As a leading financial services firm on the Wasatch Front, we are proud to have partnered with the industry's leading companies to provide competitive products and top-notch service for our clients.
Our goal is simple — to help our clients make smart choices about their money and feel confident about their decisions.
Federal Retirement Impact Workshop
Register for one of our upcoming Federal Retirement Impact Workshops here:
Offering Advice Since
Areas of Specialty
Comprehensive financial planning
Investment planning and asset management
Long-term and elder care
Budgeting and cash management
Licenses, Certifications, Education, and Affiliations
Designations: CFP®, ChFEBCSM
Insurance Licenses: Life, Health, & Disability
Security Licenses: 7, 63, 65
Education: Master's Degree - Financial Planning
Investment Advisor Registration: Arbor Point Advisors
Charges to Clients for Services
Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies
Commissions and/or loads for investment products purchased
My Association with the Office or Firm
My Broker / Dealer Affiliation
Securities America, Inc.