Knowledge is power, and at Poindexter Financial Group, our clients always come first. Our strategies are engineered to enhance your understanding and advance your accomplishments. As your strategic partner, we abide by three foundational principles:
Independence. Integrity. Trust.
Independence is everything. Free from the constraints of outside interests, our firm operates exclusively on your behalf. Our independence symbolizes our commitment to your success, and it enables us to pursue your goals as if they were our own.
Integrity empowers us to provide objective advice and build solutions optimized for your success. While financial products may come and go, trusted relationships and custom solutions will stay the course. That’s why we create comprehensive and flexible financial strategies designed to meet the needs of today while laying the foundation for tomorrow. We believe your goals, business commitments, and family situation deserve unique solutions that are customized to you and adaptable to change. When your life evolves, so should your strategies.
As a team, we will walk beside you through all stages of life’s journey. Whether celebrating successes or navigating uncertain markets, we will work diligently to help you avoid emotional mistakes and stay on the path to financial freedom.
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.