On Point Strategic Planning, LLC is a financial services firm dedicated to helping individuals and families achieve their long-term financial goals. The company focuses on creating personalized strategies tailored to each client's unique circumstances, covering key areas such as retirement planning, investment management, and insurance services. They operate with a client-centric philosophy, aiming to build lasting relationships based on trust and a comprehensive understanding of their clients' financial needs and aspirations. The firm functions as a "Doing Business As" (DBA) name for financial professionals affiliated with LPL Financial.

Founded in

United States