Broker Check
It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Illuminate Your Retirement 

The right direction leads you to the right destination. 

Learn more

What's your heading? 

At 4Points Planning, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.

Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.

Learn More

“A ship in harbor is safe — but that is not what ships are built for.”

— John A. Shedd

Who We Are

As an independent firm, we are committed to offering complete objectivity and advice.

Learn About Us

Who We Serve

We offer a full range of investment and financial services and have access to a wide array of solutions.

Our Clients

Why We Do It

We strive to build long-lasting relationships with our clients, offering education and guidance.

Our Motivation

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016, 2017, 2018 Five Star Wealth Managers.










Tell Us How We Can Help You Today

Thank you! Oops!