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Guidance For What Matters

Our door is always open to provide personalized financial strategies for what is most important to you.

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How Can We Help You?

At Southern Point Investment Partners, we provide custom-tailored financial services and support to help you pursue your goals.

Portfolio Management

We provide comprehensive management of your investment portfolio, ensuring it is well-aligned with your goals and effectively managed for long-term success.


Financial Planning

With a personalized approach, our team helps you navigate financial planning complexities by ensuring that your decisions align with your unique goals and empowering you to take control of your financial future with confidence.

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Retirement Strategies

We develop comprehensive strategies that consider factors such as inflation, tax implications, and market volatility, ensuring a personalized plan aligned with your goals and risk tolerance to maximize retirement income and secure a comfortable future.

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Life Insurance

We assess your needs, determine the right coverage, navigate insurance options, and align your life insurance strategy with your financial plan, ensuring long-term security and peace of mind for your loved ones.


Long-Term Care

We help you make informed decisions that align with your goals and financial situation by analyzing costs and exploring options to develop a complete plan, protecting your assets and ensuring future care.

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Small Business

We specialize in setting up retirement plans and investment accounts for small businesses, providing guidance and ensuring a prosperous future for business owners and their employees.

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