Education is Key
Financial Literacy Course
Making smart informed decisions
Whether you are a Client, Educator, or an Advisor
Making decisions about your finances can be a frustrating event. Using technology along with a healthy dose of education can go along way in making informed choices.
OnPointe Software today is an extension or personal assistant of the advisor-client relationship. Long gone are the days of frustrating software experiences. Our OnPointe software was coded with the human experience being paramount.
Learn About Risk
Managing your finances with H.E.A.P.™
Financial Education - We believe in the theory that you should only take as much risk as necessary to grow your wealth.
For most, risk is something that should be avoided. When you work with the right team of advisors, risk can be mitigated or even avoided without sacrificing returns.
Avoiding Bad Advisors
About The Book Author?
Some say reading this book is like watching a bad car accident. You don’t want to watch, but you can’t turn your eyes away. With the book, you’ll fear turning to the next page; but you won’t be able to help yourself.
I wrote Bad Advisors because of what I’ve seen on a day-to-day basis in the financial services and insurance industry, and it literally makes me sick to my stomach. ~Roccy DeFrancesco
News & Events
Time marches on and so does your portfolio. Taking action requires knowledge. We keep you up to date on the financial changes that may affect you and your family.