Smart Money
Safe Growth
So You Can Live A Rich Life
WHAT WE OFFER
Retirement Planning
Earn compound interest on your savings so your retirement income can last a lifetime.
Tax-Free Wealth
Build tax-free wealth to supplement your income without losing your money in the market.
Life Insurance
Protect your income while you're alive and prevent a financial burden for your family when you die.
Income Planning
Guaranteed income that will last the rest of your life without any financial loss.
Debt-Elimination
Experience a debt-free retirement and access a proven method to reduce debts without giving up your lifestyle.
Mortgage Protection
Pay your mortgage in full upon death, and get help to pay the mortgage if you become seriously ill.
ABOUT US
The Custom Financial team have a proven track record of helping entrepreneurial-minded individuals pay off their debts early, get tax-free gains on their savings and retire debt-free. Our mission is to empower our clients to feel confident about their financial journey without feeling insecure about their starting point.
Like you, most of our clients are concerned about inflation, retirement accounts and the growing uncertainty and their long-term financial plans.
200+ satisfied clients have already benefited from our unique approach towards safe money growth.
OUR PROCESS
Stable Growth
One size does not fit all when it comes to growing your money. Safe and stable money growth is the ingredient to having a balanced retirement.
No Market Loss
Earn interest based on the positive performance of a market index, such as the S&P 500 without the risks of losing your money.
Lifetime Income
Your retirement funds grows tax deferred with uninterrupted compound interest that so you don't run out of income during retirement.
CLIENT REVIEWS
George Owens
I always heard my parents talk about the importance of mortgage protection. When I purchased my own home, I decided to follow in their footsteps and get a policy for myself. I'm so glad I did! Not only do I have peace of mind knowing that my home is protected.
Cindi Banks
Things got tough when my spouse passed away. On top of that, I had to worry about the mortgage payments on our home. Thankfully, we had mortgage protection in place. It saved the equity in our home and allowed me to focus on healing during this difficult time. I highly recommend getting mortgage protection it's a small investment that can make a world of difference.
Elise Wilson
I never thought I'd need mortgage protection, but when I faced a serious illness that left me unable to work, I was so grateful to have it. The cash payout from my policy was a lifesaver, helping me cover my mortgage payments and allowing me to focus on my recovery without the added stress of potentially losing my home.
Descriptions are for informational purposes only and subject to change. Limitations may apply. Benefits and carriers will vary for coverages and are subject to underwriting approval, product limitations, and availability. Benefits are not available in all states. Please note that Custom Pointe Financial and its representatives do not provide investment advice or securities transaction services. Our focus is solely on retirement and life insurance planning.
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Custom Pointe Financial,LLC
155 Willowbrook Blvd Suite 1982 Wayne, NJ 07470