Our Process
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.
Our Philosophy
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.
CULTIVATED FOR YOU
Your Goals are the Key to Growth
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.
Your Goals. Our Strategies.
There are many benefits of working with the right financial advisor. Check out our comprehensive services
- Fee-Based Investment Management
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.
- 1031 Real Estate Exchange
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.
- Opportunity Zone Investments
Offering Real Estate Investment Opportunities to be built in designated Opportunity Zone areas. Hotel, Apartments and Industrial Real Estate projects available.
- Retirement Planning
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.
- Estate Planning
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.
- Selling Your Business
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Getting a Head Start on College Savings
A Brief History of Estate Taxes
