Wholistic Financial Planning

Debt Realignment Strategy

Insurance & Annuity Analysis

Retirement Planning

Income Distribution Planning

Social Security Analysis

IRA / Roth IRA

401k / 403b / 457

Individual and Joint Accounts

UTMA / UGMA

 

Analysis and Planning

Preparation and Filing

Return Preparation and Filing

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Retirement Coaching

Executive Coaching

Career Transition

Life Coaching

 

CompassVIEW
Watch this Introductory Video to learn more about CompassView. Complimentary access is provided with any Financial Planning or Investment Service
For additional information about these services

OH Office Location          NC Office Location 
4 West Winter Street       6416 Sable Lane
Delaware, Ohio 43015    Greensboro, NC 27406
740.513.7968               336.560.7887

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NorthPoint Financial Planning, LLC. (“NFP”) is a registered investment adviser offering advisory services in the States of Ohio and North Carolina and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by NFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of NFP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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