Get to know you
First, we’ll go over your unique financial situation so we can understand your needs.
Discuss your goals
Next, we’ll identify what you want to achieve, and go over all your options with us to decide the best fit.
Make a plan
We’ll present you a personalized strategy for your investments designed to help meet your goals and dreams.
Priorities (and markets) don’t always stay the same. We’ll review your investments and check in regularly to determine if any adjustments are needed.
OnPoint service backed by the Raymond James track record.
OnPoint has offered financial planning services for nearly 20 years, but we wanted to give our growing membership as much support as possible when planning their future. So in 2014, we partnered with Raymond James Financial Services, Inc., a firm with more than 60 years of dedication to clients and more than 141 consecutive quarters of profitability.
Through this partnership, our advisors offer OnPoint members more planning tools and financial confidence—all backed by Raymond James knowledge.Meet our Financial Advisors
Retirement. Prepare for the future you want with a 401(k), 403(b), Traditional IRA or Roth IRA. OnPoint can help you understand your options and the potential tax benefits of each.
Education. Put secondary education within reach for you or your child with a college savings strategy. We can help you develop a plan that works for your budget, timeline and needs.
Life insurance. Protect what matters to you. Let us make prepping for the unexpected a little easier with life insurance and long-term care strategies.
Future needs. Preserve your assets and plan for the future with products like annuities and individual securities. Our advisors can guide you through every step.