Strong Point Financial Inc

We'll walk you through a set of questions to provide a personalized experience.

First Name

Please enter your first name.

Last Name

Please enter your last name.

Please enter a valid email address.

Here's what to expect:

Who are all the members of your household?

This helps us provide you a more customized wealth plan.

You

Your partner

Dependents

What is your annual household income?

This will help us determine how much we can help you save or invest.

Your annual household income

Please enter a valid income.

Do you file your own taxes?

We can save you time and money with tax filings by doing it all in Range.

I file my own taxes I have a tax firm that files for me

Please select an option.

Do you get expert tax advice all year to maximize savings?

Tax planning helps you potentially reduce your tax burden. We help with this.

Yes No

Please select an option.

Do you prefer to manage your own investments or work with an expert?

Studies show working with an advisor will help you grow your wealth faster.

Do it all for me I'll do it myself I'm not sure

Please select an option.

Which of these estate planning documents have you already created?

If you don't have a plan, the government has one for you.

Will

Trust

Other

None

Please select an option.

Are you paying an advisor to manage your money?

This can be a fixed cost or hidden AUM fees taken by your advisor.

Yes No

Please select an option.

What concerns do you currently have?

We'll be sure to address all of your questions on your complimentary discovery call.

What can you expect on your call?