Big Picture and Key TakeawaySubmitted by AtwoB (Point B Planning, LLC) on April 19th, 2023
1st Quarter 2023
We built this firm to focus on clients first, so we engage you as essential partners in our business.
We do not sell products or earn commissions, eliminating any conflicts of interest.
We are legally obligated to act in your best interests 100% of the time.
We provide Financial, Investment and Tax Planning services under one roof with an integrated approach.