In today’s environment individuals are seeking professionals that can help them deal with more than just one of their needs. They are looking for information and guidance on a full range of financial issues because they want their financial picture to be well coordinated. For this reason I gather and consider comprehensive financial information when working with my clients.
Rose Point Capital Advisors is a relationship based financial services firm who strives for quality advice, quality service and effective implementation.
My role as a trusted Financial Advisor is to help my clients achieve long-term financial success, freedom, and security. To accomplish this I am committed to providing you with…
Expertise: A team of knowledgeable professionals and support staff work together to maximize the resources required to provide you with strategies to help you reach your objectives.
Strategies and quality products: We use a one-on-one process to analyze your unique situation and offer strategies of lasting value.
Exceptional service: “Service that excels” is our trademark. We provide consistent, responsive service that’s underscored by the dedication of our staff and our commitment to our clients.
This process begins with identifying your goals, discussing the values and beliefs that are most important to you and your family. Next, my team and I will analyze all the information collected and develop a customized strategy that will address your concerns. This will identify where you are today and where you need to be in the future to reach your goals. After a thorough overview of your strategy we will then discuss the possible implementation strategies available. We will then discuss a schedule for reviews to help ensure that we are staying on track and make necessary adjustments as they seem appropriate.
The bottom line is I make quality recommendations that help provide my clients with the tools to reach their goals. My commitment to the clients who choose to work with me is simple. I will strive to care more about you and be more personally devoted to your financial success than anyone in the world outside of your family. I believe the right financial advisor for you is the one you and your family trust the most. I’m committed to earning that trust.
D. Jay Oliver
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.