About

Banking & Finance in Orlando

Specializing in insurance, legal, and consulting services, Strong Point Financial, Inc. in Orlando, Florida, offers a comprehensive approach to retirement planning known as TrueCourse™ Blueprint to Retirement Elevated. Their methodology addresses healthcare, income, investment, tax, and legacy planning. With a team that includes concierge tax and legal partners, they provide seamless coordination. Services include Medicare supplements, long-term care insurance, health savings accounts, social security optimization, pension maximization, annuity strategies, asset allocation, risk management, Roth conversions, tax-loss harvesting, estate tax planning, wills, trusts, and charitable giving. They operate under a fiduciary standard and are FINRA registered. The firm is featured in Forbes, NBC, Wall Street Journal, CNBC, Morningstar, CBS, and Fox Business.