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Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net
Securities offered through HD Vest Investment Services(SM), Member SIPC, Advisory services offered through HD Vest Advisory Services(SM). On Point Financial is not a registered broker/dealer or independent investment advisory firm. HD Vest Advisors provide products and services for which they are appropriately licensed to offer and solicit. Investors should carefully consider their specific investment objectives and financial position, risks, charges and expenses before implementing any financial strategy. HD Vest and its affiliates do not provide legal advice. Investors should consult with their tax or legal advisor regarding their specific situation.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.