Single Point Financial
Your Financial Journey, Guided by a Single Point of Focus
5.0
A collaborative wealth management firm that acts as the central hub for your financial life, integrating investment, retirement, risk, tax, and legacy planning.
About
Single Point Financial Advisors was founded on the belief that financial advice should be personal, accessible, and comprehensive. We chose the name 'Single Point' because we strive to be the central hub for our clients' financial lives—a place where investment strategy, planning, and personal values intersect. W
e integrate investment management, retirement planning, risk mitigation, tax and estate planning, and legacy planning into a single, cohesive strategy designed to simplify complex financial decisions and provide clarity and confidence. Led by Christy Aleckson, our firm serves affluent families, business owners, women in transitional phases, and next-generation investors, helping them preserve assets, maximize efficiency, build financial independence, and establish long-term wealth.
Services
Wealth Management
We design personalized investment portfolios intended to align with your risk tolerance and time horizon. We build diversified portfolios tailored to your specific timeline and comfort with volatility, actively monitoring markets to help you navigate changing economic conditions while staying focused on long-term objectives.
Retirement Planning
We build roadmaps aimed at creating sustainable income streams to support your desired lifestyle in retirement. We help determine if you are on track to retire when you want and how to generate sustainable income once a paycheck stops, from Social Security timing to withdrawal strategies.
Risk Management
We identify potential financial risks and implement insurance strategies designed to protect you and your loved ones. We help identify vulnerabilities in your financial life, from income loss to liability issues, reviewing insurance coverage and contingency plans.
Financial Advising
We take a comprehensive approach that considers all aspects of your financial life to create an integrated strategy aligned with your long-term personal goals. We go beyond simple investment selection to create a comprehensive roadmap addressing unique goals from funding education to preparing for retirement.
Tax & Estate Planning
We help coordinate your assets and legal documents to help maximize wealth preservation and ensure an orderly transfer of your legacy. We develop strategies to maximize tax efficiency and ensure assets are distributed according to your wishes, working with legal and tax professionals.
Legacy Planning
We help you articulate how you want to be remembered and structure your assets to support charitable or family goals. We help articulate what you want your wealth to accomplish, whether supporting charitable organizations, providing for grandchildren, or ensuring a family business thrives.
Credentials & Certifications
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