Proven Expertise in Life's Most Critical Decisions

15+ years of specialized experience, certified professionals, and a track record of helping thousands make informed decisions about their financial, health, legal, and insurance needs.

Our Track Record

15+

Years of Experience

$500M+

Assets Under Management

5,000+

Clients Served

98%

Client Satisfaction

Areas of Expertise

Financial Planning Excellence

Certified Financial Planners (CFP®)

Board-certified professionals with fiduciary responsibility

Portfolio Management

Institutional-grade investment strategies for individuals

Tax Optimization

Advanced strategies to minimize tax burden legally

Retirement Planning

Comprehensive strategies for secure retirement

Health & Wellness Authority

Board-Certified Physicians

Medical doctors specializing in preventive care

Evidence-Based Guidance

Recommendations based on peer-reviewed research

Preventive Care Focus

Proactive health strategies and screening protocols

Healthcare Navigation

Expert guidance through complex healthcare decisions

Legal Proficiency

Licensed Attorneys

Bar-admitted lawyers with specialized expertise

Estate Planning Mastery

Complex trust and estate structures

Business Law Expertise

Corporate formation and contract negotiation

Regulatory Compliance

Staying current with changing legal landscapes

Insurance Mastery

Licensed Insurance Professionals

State-licensed agents with continuing education

Risk Assessment Expertise

Comprehensive analysis of personal and business risks

Multi-Carrier Access

Relationships with top-rated insurance companies

Claims Advocacy

Support through the claims process when needed

Professional Certifications

CFP®

Certified Financial Planner

CFA

Chartered Financial Analyst

MD

Medical Doctor

JD

Juris Doctor

CLU

Chartered Life Underwriter

Client Success Stories

"TrustPoint Advisors helped us navigate a complex estate planning situation after my father's passing. Their legal and financial expertise saved our family over $200,000 in taxes."

- Sarah M., Estate Planning Client

"The health guidance we received was life-changing. Their preventive care recommendations caught a serious condition early, and their insurance expertise ensured we were fully covered."

- Michael R., Health & Insurance Client

Experience Our Expertise Firsthand

Join thousands of clients who trust our certified professionals with their most important decisions.