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Hit Your Retirement Income Target
Financial Advisor for Federal & Private Employees in Texas & Across the U.S.
PREPARE for a More Stable Retirement with Pinpoint Financial SERVICES
After serving the financial needs of clients over four decades, Pinpoint Financial Services Founder Adam Guilin knows what’s on the mind of investors and people heading into retirement:
- Will I have enough money to eventually retire, or will I run out?
- Am I overpaying in taxes because I do not have the correct financial strategies in place?
- Will I pass too soon, live too long, or get sick in between, causing myself and family financial hardship?
- How can I help my children financially in a challenging economy and give them a head start in life?
Adam and his team can help clients pinpoint the answers to these questions, so you don’t have to wonder about life’s financial “what ifs” anymore. He will help create strategies targeted to the unique situation, concerns and goals of each client. Connect with us today for a complimentary consultation!
We know that you have options when it comes to choosing a financial firm. At Pinpoint Financial Services, we are:
- Comprehensive. We offer a well-rounded suite of services.
- Fiduciaries. We always do what's in the best interest of each client.
- Experienced. We have years of experience to rely upon to help you.
We have offices in San Antonio and Temple. We proudly serve clients across the great state of Texas. We specialize in retirees, pre-retirees, federal employees, families and individuals.
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Protect Your Finances
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Who We Are
We know that you have options when it comes to choosing a financial firm. At Pinpoint Financial Planning Group, we are:
Comprehensive
We offer a well-rounded suite of services.
Fiduciaries
We always do what’s in the best interest of each client.
Experienced
We have years of experience to rely upon to help you.
We have offices in San Antonio and Temple. We proudly serve clients across the great state of Texas as well as across the country. We specialize in retirees, pre-retirees, federal employees, families and individuals. We are able to serve our clients both by video call or by in person meetings where appropriate.
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Financial Planning That Hits Your Target
T – Talk about goals.
A – Assess current situation.
R – Recommend strategies.
G – Gain consensus.
E – Execute strategies.
T – Timely reviews.
Are you on target to reach your goals? We help clients hit the bullseye with our six-step TARGET process. It will keep you focused on what’s important and demonstrate that diligence and patience can help you prevail in reaching your financial aspirations.
5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster
Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.
Contact us
Interested in learning more about how we can help navigate the journey toward your retirement goals? Contact us to schedule a complimentary, no-obligation consultation.
The Century Building
84 NE Loop 410
Suite 290
San Antonio, TX 78216
Heartland Executive Suites
16 E Ave A
Suite 204
Temple, TX 75601
Call Us Today: (210) 774-3997
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Advisory services offered through Safe Harbor Financial Planning Group, LLC a Registered Investment Adviser. Safe Harbor Financial Planning Group, LLC & Pinpoint Financial Services are unaffiliated entities.
Licensed Insurance Professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to suit their needs and objectives. This material has been prepared for informational and educational purposes only.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
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