Feel Confident About Your Financial Journey

We simplify retirement and life insurance for entrepreneurial-minded individuals so they can have safe money growth without losing their money in the market.

SERVICES

Retirement

Reduce financial risks associated with retirement planning. Get priority support that is there for you every step of the way.

Life Insurance

Plan for a safe and financially secure future. We simplify income planning so you can feel confident about managing your money.

Tax-Free Income

Use proven strategies to diversify your portfolios, reduce your taxable income in retirement, and have guaranteed income for life.

Debt Elimination

Experience the feeling of a debt-free retirement and access a proven method to reduce debts without giving up your lifestyle.

ABOUT US

Our mission is to empower our clients to feel confident about their financial journey without feeling insecure about their starting point. We understand that navigating the complex world of retirement can be overwhelming, which is why we are here to help.

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Our team of experts are dedicated to educating and guiding you through the process, ensuring that you get the most out of tax-advantaged growth.

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We believe in creating personalized financial plans that are tailored to meet the unique needs of each individual. 

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Financial freedom starts when you manage your debts so it does not affect your ability to invest in the things you love.

OUR PROCESS

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Triple Compound Interest

Your retirement funds grows tax deferred with uninterrupted compound interest.

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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.

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Proven Process

For over 100 years, retirees have used tax-free strategies to build wealth.

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Lifetime Income Guaranteed

Our process ensures that you never run out of income during retirement

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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.

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Easy Access

Your options need to be flexible and liquid in case of emergencies.

Create Your Own Retirement System

How Are We Different?

  • Debt Elimination: Free yourself from financial burdens and set the foundation for a worry-free retirement.

  • Tax-Free Income Growth: Maximize your retirement savings with strategies tailored to keep your money growing, tax-free

  • Guaranteed Lifetime Income: Enjoy peace of mind with a steady income stream that lasts your entire retirement, no matter how long you live.

  • Flexible Emergency Fund Access: Be prepared for life's unexpected events with quick and hassle-free access to your emergency funds.

  • Holistic Retirement Planning: A comprehensive approach that ensures financial stability, growth, and peace of mind for your golden years.

TESTIMONIALS

Client Reviews

They helped me to get my finances in order and make the most of my money. Their coaching was very professional and the advice was spot on. I look forward to working with them in the future. Highly recommend!

- Ana Gonzalez

Sheena and I recently exchanged messages about a strategy to pay off my mortgage early. She went above and beyond to answer my questions and find a plan that suited my needs. Process was stress-free and seamless. I definitely recommend!

- Michelle Smart

Can't say enough about how professional Sheena and the team were in getting my financial affairs in order. I run a small boutique store for kids and I am a mom so I always have my hands full. It was convenient, pressure-free, and truly a refreshing experience.

- Nadricka Windett

I've been putting off my retirement plan for a while because I was busy and other issues kept getting in the way. Sheena and her team helped me navigate my plan and they were very patient and always available to answer any questions I had.

- Khalis Ward

Office:
Custom Pointe Financial,LLC

155 Willowbrook Blvd

Suite 1982 Wayne, NJ 07470

Call: 551-261-7171

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Please note that Custom Pointe Financial LLC 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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