top of page
Woman on bike.png

A Proven Process

A time-tested process for keeping you

and your family on track.

The EightPoint Planning Process

We help clients create wealth with a proprietary process and our commitment to adding value. We use our time, knowledge and skillsets day-in and day-out to help you create opportunities for wealth. Our EightPoint Planning Process was developed over time to address the eight critical components of financial planning that form the focus of our service to you.

  1. Manage cash flow to create sustainability.​

  2. Set and protect your family's life goals so you don't have to compromise later.

  3. Define your financial goals through collaboration.

  4. Guidance for your portfolio to fit your goals, your risk tolerance and your timetable.

  5. Educate and engage so you can adjust as you need.

  6. Tax conscious strategy, don't just file.

  7. Secure healthcare and needs planning.

  8. Estate planning for generational wealth management.
     

Learn more about
the 
EightPoint Financial Planning Process

A time-tested process for keeping you and your family on track.

Get in Touch with Your Pittsburgh Financial Advisor

Thanks for submitting!

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and EightPoint Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CO, FL, LA, MD, MS, NC, NJ, NV, OH, PA,  TX, VA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

The content herein is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this content was developed and produced by outside sources to provide information on topics that may be of interest. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

​

All written content on this site is for information purposes only. Opinions expressed herein are solely those of EightPoint Financial. The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation.

bottom of page