Crestpoint Financial Group

06/17/2026

Cognitive decline impacts more than just quality of life—it can also result in substantial long-term care expenses. The good news? There are proactive steps you can take to help protect both. Let’s connect to explore strategies that can make a lasting impact.

06/16/2026

Some days call for a little extra brightness. Matching in yellow and sharing a simple moment that reminds me what matters most. It’s these everyday moments, between the busy schedules and responsibilities, that really stay with you.

06/14/2026

Today we recognize Flag Day and the symbol it represents. It’s a moment to reflect on the history, unity, and values that bring us together.

06/12/2026

Retirement planning is more than reaching a number.

It’s about aligning your income sources, lifestyle goals, and timing decisions to support the life you want to live. From Social Security to savings strategies, each piece plays a role in the bigger picture.

A thoughtful approach can help bring clarity as you plan for what’s ahead.
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06/10/2026

Take a look at the latest perspectives from our practice.
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06/08/2026

There’s something special about this time of year, getting your hands in the dirt, planting something new, and watching it grow over time. Whether it’s flowers, vegetables, or a little bit of both, every garden tells a story.

We’d love to see what you’re growing this season, drop a picture of your garden in the comments! 🌼🥕

06/05/2026

Happy National Donut Day! 🍩 Sometimes it’s the simple things like a good cup of coffee and your favorite donut—that make the day a little better.

06/02/2026

If higher inflation has you concerned about your financial position, let’s connect. We can help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

05/29/2026

It’s 5/29 — National 529 Plan Day!

529 plans are one way families can prepare for future education expenses while benefiting from tax-advantaged growth. If education planning is part of your goals, it may be worth exploring how a 529 plan could fit into your overall strategy.

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05/28/2026

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD