Focal Point Financial Services

At Focal Point Financial Services, we believe that competent, professional advice is invaluable when it comes to financial matters. Our mission is to provide personalized financial guidance to our clients, helping them achieve their long-term goals and secure a brighter financial future.

Our Approach

Before we develop an investment strategy for you, we take the time to get to know you. We want to understand what drives you, what you hope to achieve, and what's most important to you. By building a relationship based on trust and open communication, we can create a financial strategy that's tailored to your unique needs and objectives.

Our Services

As a broad-based independent financial service organization, we offer a comprehensive range of services designed to help you achieve your financial goals. From investment planning and wealth management to insurance and retirement planning, we provide expert guidance and support every step of the way. Our services include:

• Investment planning and portfolio management
• Retirement planning and wealth accumulation
• Insurance planning, including life insurance, disability insurance, and long-term care insurance
• College funding and education planning
• Estate planning and legacy planning
• Tax planning and minimization strategies

Our Team

Our team is led by Jason Hedstrand, a seasoned financial advisor with over 18 years of experience in the industry. Jason holds the Series 7, 63, and 65 investment licenses, as well as licenses for health and life insurance. As a former Olympian, Jason understands the importance of setting goals and achieving big dreams. His focus is on building relationships and creating personalized financial strategies that help clients achieve their objectives.

Why Choose Focal Point Financial Services?

At Focal Point Financial Services, we're committed to providing exceptional service, expert guidance, and personalized attention to each and every client. We believe that financial planning should be a collaborative process, and we're dedicated to helping you achieve your financial goals and aspirations.