• We Educate

  We teach you about the available strategies, tools and offer guidance on all your options. No cost, no obligation.

• We Consult

  We get to know your needs and goals first, then recommend strategies that fit your specific situation — no one size fits all here.

• We Work With Everyone

  We work with clients at all stages in life. Our clients are beginners looking to build wealth and those looking to preserve it.

• We're Straightforward

  You'll get honest feedback and quick responses. We communicate thoroughly and efficiently and make sure someone's there by your side.

Who We Are

A Family Built on Trust

Ten Point Financial Group was founded on a simple belief: every American family deserves access to clear, honest, and comprehensive financial guidance.

At Ten Point Financial Group, our mission is to empower individuals, families, and businesses with clarity, confidence, and customized financial solutions. We begin by protecting what matters most — health and legacy — through expert guidance in financial services, ensuring our clients' immediate needs are met with integrity and care.

Our Story

Built From Purpose,
Not Profit

Ten Point Financial Group was born from a desire to do things differently. Too many families are sold products they don't understand by advisors who prioritize commission over care. We set out to change that.

As an independent agency, we work with dozens of top-rated carriers — meaning we can find the right fit for your situation, not push a one-size-fits-all solution.

Whether you're just starting to think about retirement, navigating Medicare for the first time, or building a legacy plan for your grandchildren — we are here for all of it.

• Education First

  We believe an informed client is a confident client. Every conversation starts with making sure you understand your options — no jargon, no pressure.

• Integrity Always

  We are independent advisors. We are not beholden to any single carrier or product line. Our only obligation is to you and your best interest.

• Family-Centered

  We treat every client like family. That means honest conversations, long-term relationships, and guidance that goes beyond a single transaction.

• Legacy-Driven

  Everything we do is built around your future and the future of those you love. We think in generations, not quarters.