Financial Services - Windsor, Colorado, United States
Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), Fiduciary, Public Speaker
Financial planning and providing for your future can be puzzling. There are endless options and a variety of financial products and financial services from which to choose. With our financial knowledge and experience, we can help develop a tax efficient financial plan that will suit your unique needs.As a CPA and financial planning firm, we strive to maintain the highest level of integrity and professionalism in our relationship with you, the client. Our goal is to know and understand your unique financial situation in order to provide you with only the highest quality information, services, and products to help you pursue your financial goals.We are a CPA and financial planning firm who believes the holistic approach to financial planning differentiates us from our competitors. The primary goal of Focus Point Wealth Management (Formerly known as JM Stanley & Associates, LLC) is to be available and deliver to you and your family quality service in the whole financial services market.Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS). Member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. JM Stanley & Associates, LLC. is independent of WFS.
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