One of our primary goals is to develop a long-term, trusting relationship with you.
Our team will walk with you through all areas of your financial life.
The Next Steps
Go beyond financial planning and experience a truly strategic partnership.
No two people are the same, and our advisors know this better than most. Our deep financial knowledge and broad life experiences inform our every decision. We have only one goal in mind: your ideal future.
With decades of experience, we’re excited to help you prepare for every eventuality, no matter what.
We believe every person deserves access to sound, informed financial advice. Regardless of your situation, tolerance for risk, and goals, we’re ready to help you prepare for the future. Come rain or shine – together, we’ll encourage your investments to grow for years to come.
The best futures are achieved through naturally diverse investments. Like the strongest of trees, the seeds you plant today will lead to your garden of tomorrow.
Organic growth underlies all we do at Poindexter Financial Group, Inc. Together, we’ll design a roadmap that starts with the future you want. Our approach is designed to help your retirement, whatever your goals may be.
There are many benefits of working with the right financial advisor. Check out our comprehensive services
Fee-based financial advisors serve in your best interest and act as a fiduciary rather than being motivated by commission payments, proprietary products, or sales quotas.
A 1031 Exchange offer taxpayers the option to build wealth, defer taxes, and invest in replacement property without the stress and headaches of traditional property management.
Offering Real Estate Investment Opportunities to be built in designated Opportunity Zone areas. Hotel, Apartments and Industrial Real Estate projects available.
If you're close to retirement or retired already we can help create an investment strategy to pursue your long term goals. We focus on what's important to you.
Truly comprehensive planning exceeds retirement and the transferring of wealth. At Poindexter Financial Group, we provide custom solutions that establish a financial transition across generations.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Curated articles, videos, and more, for a financially savvier you.
Is a SEP-IRA Right for Your Business?
And the Executor Is
The Half Million Dollar Baby
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."