BluePoint Financial LLC (BPF) was formed in 2012 to combine two well established practices into a single team. For our clients, the creation of BluePoint Financial means the ability to tap into extended capabilities within our combined expertise, which includes benefits, asset management, as well as financial, retirement and estate planning. Developing client relationships based on trust is the foundation of our practice. At BluePoint Financial our mission is to create a client experience focused on achieving goals and objectives through a proven process. This process, driven by honesty and integrity focuses on what is most important to our clients: protection, stability and security. As a firm, our goal is exceed our client’s expectations of customer service and responsiveness through an attention to detail and an understanding of what matters most.