Broker Check

Team

At Poindexter Financial Group, our service maintains the same standard of excellence for all of our clients. With decades of combined industry experience, our team unites to form a truly dynamic collective. Through all market conditions, we strive to simplify the complexities of your financial life so you can focus on the things you value most.

At Poindexter Financial Group, Inc., we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We have an extensive and unique educational and professional background, which will allow us to work alongside your CPA, Attorneys, or other professionals. This unique perspective allows each client to fully benefit from:

We can help you address:

  • Investing principles and strategies
  • Retirement accumulation and distribution strategies
  • Estate Planning
  • Risk management analysis
  • 401k Rollovers
  • 1031 Real Estate Tax Free Exchanges*

We also can answer your questions, including:

  • Can I retire early?
  • Should I rollover my employer sponsored plan when I retire?
  • Are my investments invested the right way?
  • Why is life insurance such a valuable asset in my estate?
  • What are the elements of a sound estate strategy?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. 

*For accredited investors only. (1 million net worth minimum excluding personal residence.)

James Poindexter, CFP®, CLU, ChFC®, AEP®, LUTCF, The Financial Coach™

President & Founder

(928) 443-5542

(928) 443-5543

[email protected]

A veteran of the financial world, James Poindexter dedicates over 34 years of experience to investors. Having worked for a variety of real estate brokerage firms, insurance providers, and leading investment firms across the industry,...

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Sheila R. Zaput

Client Care Specialist

(928) 443-5542

(928) 443-5543