Meet with Phillip
Email Phillip
Financial Planning
VFO Services
Planning Process
Who We Serve
Team
Events
Contact
PinPoint Planning & Strategic Consulting

Upcoming Events

Happy Halloween!
Happy Veterans Day
Happy Thanksgiving
Happy Black Friday
Merry Christmas
The Appeal of the Virtual Family Office
Happy New Year
6 Key Aspects of Business Advice
The Appeal of the Virtual Family Office

Past Events

Tax Efficient Investment Strategies: Maximizing Wealth Preservation Using Solar
Wednesday, September 4th -
Happy Labor Day
How Accountants Can Attract More Affluent Clients
Successful Business Owners Paying Too Much In Taxes
The Virtual Family Office: Client Experience
Stronger Together - Collaborate to Serve Your Clients Better
Stronger Together: Collaborate to Serve Your Clients Better
Successful Business Owner Paying Too Much In Taxes
The Virtual Family Office Client Experience
How Accountants Can Attract More Affluent Clients
The Business of Selling Your Business
Wednesday, July 10th -
Happy Independence Day
Happy Juneteenth!
Understanding Estate Planning
Saturday, June 8th -
Benefits of Purchasing Bulk Minerals and Donating to Charity
Happy Memorial Day!
Stronger Together: Collaborate to Serve Your Clients Better
Proactive Planning for Medical Professionals v2
Stronger Together: Collaborate to Serve Your Clients Better
Proactive Planning for Boat People v2
Charitable Gift Financing
The Art of Financing
Wednesday, April 3rd -
The Legacy-IRA
Risk Mitigation for Business Owners
Enhance Your Business - Business Owner Benefit Plans and Employee Retention Plans
How Accountants Can Attract More Affluent Clients
Plan Better For the Exit of Your Business
Wednesday, February 7th -
The Virtual Family Office Client Experience
Stronger Together: Collaborate to Serve Your Clients Better
Proactive Planning for Contractors
Successful Business Owner Paying Too Much In Taxes
Merry Christmas
Stronger Together: Collaborate to Serve Your Clients Better
Optimize Wealth by Investing in Clean Energy Assets
Wednesday, November 1, 2023 -
Happy Halloween!
Proactive Planning for Boat People
Proactive Planning for Medical Professionals
Proactive Planning for Contractors
The Virtual Family Office Client Experience
Risk Mitigation for Business Owners
Wednesday, October 4, 2023 -
Successful Business Owner Paying Too Much In Taxes
Proactive Planning for Boat People
Proactive Planning for Medical Professionals
Proactive Planning for Contractors
6 Key Aspects of Business Advice – Part 2
6 Key Aspects of Business Advice – Part 2
Wednesday, September 6, 2023 -
Reducing Costs and Boosting Profit: Discovering Expense Reduction Strategies
Wednesday, July 12, 2023 -
Stronger Together: Collaborate to Serve Your Clients Better
Proactive Planning for Medical Professionals
Happy Independence Day
Proactive Planning for Boat People
Proactive Planning for Contractors
Proactive Planning for Medical Professionals
Outsourced CFO Services – Why You Need Them
Wednesday, June 7, 2023 -
Happy Memorial Day!
Happy Cinco de Mayo!
Understanding Tax Credit Strategies
Wednesday, May 3, 2023 -
Successful Business Owner Paying Too Much In Taxes
The Virtual Family Office Client Experience
Happy Easter!
Disability Insurance - The Risks of Waiting
Wednesday, April 5, 2023 -
The Legacy-IRA
Proactive Planning for Medical Professionals
Proactive Planning for Boat People
Proactive Planning for Contractors
6 Key Aspects of Business Advice – Part 1
Wednesday, March 1, 2023 -
The Appeal of the Virtual Family Office
Reducing Expenses for Business Owners
6 Key Aspects of Business Advice
Reducing Expenses for Business Owners
Successful Business Owner Paying Too Much In Taxes
How Accountants Can Attract More Affluent Clients
How Accountants Can Attract More Affluent Clients
Charitable Gift Financing
Wednesday, February 1, 2023 -
The Virtual Family Office Client Experience
The Virtual Family Office Client Experience
Proactive Planning for Contractors
Proactive Planning for Medical Professionals
How Accountants Can Attract More Affluent Clients
Successful Business Owner Paying Too Much In Taxes
The Virtual Family Office Client Experience
Proactive Planning for Boat People
The Legacy-IRA
Wednesday, January 4, 2023 -
Happy New Year
Merry Christmas
Happy Holidays!
Happy Hanukkah II
Successful Business Owner Paying Too Much In Taxes
The Virtual Family Office Client Experience
How Accountants Can Attract More Affluent Clients
Reducing Expenses for Business Owners
Depreciating Commercial Real Estate The Smart Way
Wednesday, December 7, 2022 -
How a Financial Advisor Can Help You
The Appeal of the Virtual Family Office
Successful Business Owner Paying Too Much In Taxes
How Accountants Can Attract More Affluent Clients
The Virtual Family Office Client Experience
Happy Thanksgiving
Successful Business Owner Paying Too Much In Taxes
Happy Veterans Day
Successful Business Owner Paying Too Much In Taxes
How Accountants Can Attract More Affluent Clients
The Virtual Family Office Client Experience
Proactive Planning for....