I’ve always had my foot in the financial planning sector. But after these turn of events and a million conversations with friends and family to make sure that they had these things in place, I found out they didn't! No one was really prepared for this situation.


Investment advisory services offered through Brookstone Capital Management, LLC, a Registered Investment Advisor. 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐈 𝐩𝐫𝐨𝐯𝐢𝐝𝐞𝐝:
🔶 Estate Planning
🔶 Debt elimination
🔶 Insurance: Life, Accident, Health, Disability, Long term care
🔶 Medi-care
🔶 Wealth Management

𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐈 𝐡𝐞𝐥𝐩:
The 50+ crew - turning 50? Are your assets protected? Are you prepared to live your best years out? Got questions? I have answers!

𝐂𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐚𝐧𝐝 𝐎𝐫𝐠𝐚𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧𝐬 𝐭𝐡𝐚𝐭 𝐈 𝐩𝐚𝐫𝐭𝐧𝐞𝐫 𝐮𝐩 𝐰𝐢𝐭𝐡:
🔶 Funeral homes
🔶 Estate Planning Attorneys
🔶 Tax Professionals & CPA’s

Are you looking to provide additional value to your clients? Let’s talk about how I might partner with you or your company to provide answers to your clients questions through a personal training session.
You can email me at: brian@3pointfinancialsolutions.com

Brookstone Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC
(BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and 3
Point Financial Solutions are independent of each other. Insurance products and services are not offered
through BWA but are offered and sold through individually licensed and appointed agents. 






3 Point Financial Solutions

Org chart

Teams

Offices

3 Point Financial Solutions

Org chart

Teams

Offices

Related companies