Smart Money Growth.
Live On Your Own Terms.
Principal Safety
Guaranteed Income
Tax-Deferred Growth
How We help clients
Retirement Income Planning
We help you find hidden gaps before they become emergencies and create cash-flow model from now to age 95+.
Lifestyle Savings Plan
Swap market uncertainty for contractual guarantees. We help you build savings systems that support your lifestyle.
Debt-Free Roadmapping
We build a practical payoff plan that prioritizes your peace of mind and gives you flexibility.
Income Optimization
We help you keep more of what you earn so every dollar stretches further along with social security and pension timing analysis.
Asset Protection
We provide actionable ways to protect your protect your income while you're alive and prevent a financial burden for your family.
Education Workshops
Knowledge reduces anxietywith straightforward plans in plain English—no confusing charts.
Why Choose Custom Pointe Financial
Steady income planning built with clarity
At Custom Pointe Financial, we connect the dots between your daily money habits and your long-term financial peace of mind.
Our framework simplifies money matters so you can live intentionally without risks. The clients we help are debt-free in less than 10 years, have $100k-$2M in retirement savings and savers who prefer safety over roller-coaster returns.
Our process is simple:
Listen and understand your goals, risks, and timeline.
Build your income map with clear options on how each dollar can work for you.
Implement and review so you can stay on track have your hard-earned money protected from market drops.
10th
Experience
We help you keep more of what you earn with our system that uncovers hidden financial drains and opportunities for growth.
Address
155 Willowbrook Blvd, Ste 110 #1982, Wayne New Jersey 07470
Call Us
(551) 400-8274
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