ClearPoint Financial Partners (CPFP) works with employers to create more effective retirement plans. 401k’s and similar plans have become complex for employers to manage and often have hidden or confusing fees that eat away at employee savings. CPFP identifies and renegotiates hidden fees, sparks employee participation, works side-by-side with employers to fulfill fiduciary duties and keep the plan running smoothly.

Markow Financial Group, Inc. is an independent financial firm that specializes in providing customized solutions tailored to your individual goals and needs. In a profession based on objective advice, true independence offers many choices intended to benefit you. Because Markow Financial Group, Inc. is an independent business we have the freedom to structure our business in a manner that best serves our clients. We take pride that our company is anchored around the principle of truly caring about making your dreams a reality.

WestPac Wealth Partners is a privately-held wealth management firm, founded with the intent to assist our clients in every aspect of their financial lives. Our focus centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, we envision and enhance our clients’ goals by designing a customized strategy and creating a life map to achieve and protect their wealth. Recognized across the nation as one of the best workplaces, we strive to translate our incredible culture into top-notch service for our clients.