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Stop Guessing. Start Building.

Get clear on exactly what your family needs—from protection today to wealth tomorrow.

You're Doing Everything Right. So Why Does Money Feel So Complicated?

You're earning a good income. You're trying to save. But between life insurance, college funds, retirement, and everything else—it's overwhelming. You need a clear plan, not more confusion.

Clear, Jargon-Free Guidance

We explain everything in plain English—no confusing financial speak.

Fiduciary Standard

We're legally required to put your interests first, always.

Family-Focused Approach

Every recommendation is tailored to your unique family situation.

Comprehensive Planning for Every Stage

From protecting what you have today to building wealth for tomorrow—we've got you covered.

Life & Disability Insurance
Life & Disability Insurance

Protect your family's financial future if something unexpected happens.

Investment Management
Investment Management

Build wealth with personalized strategies aligned to your family's goals.

College Planning
College Planning

Navigate college savings and funding with confidence and clarity.

Retirement Planning
Retirement Planning

Create a clear roadmap to the retirement lifestyle you want.

Getting Started is Simple

No complicated forms or commitments. Just a straightforward path to financial clarity.

1

Book a Free Call

30 minutes to discuss your situation, goals, and concerns. No pressure, just listening.

2

Get Your Custom Plan

We analyze your situation and create clear, actionable recommendations tailored to your family.

3

Move Forward with Confidence

Implement your plan with our guidance and ongoing support as your life evolves.

What Families Are Saying

Real stories from families we've helped

"

Michelle helped us finally understand our insurance needs. No pressure, just clear guidance that made sense for our family.

Sarah & James T.

Parents of 2

"

We went from confused about college savings to having a solid plan in place. TrussPoint made it simple.

David M.

Father of 3

"

Working with TrussPoint gave us the confidence we needed to make big financial decisions. Highly recommend!

Emily R.

New Parent

Not Ready to Talk Yet?

Download our free financial planning resources to get started on your own.

Ready to Build Your Family's Financial Future?

Book a free 30-minute discovery call. No obligation. No pressure. Just clarity.