Secure Your Future with Expert Financial Guidance
At On Point Finances, we specialize in providing comprehensive life insurance solutions to protect your family’s future and ensure financial security.
Additionally, our expert guidance in annuities helps you create a steady income stream for a comfortable and worry-free retirement, while our credit repair services and business solutions empower you to build a stronger financial foundation and achieve your entrepreneurial goals.
ABOUT US
Your Trusted Financial Partner
At On Point Finances, we're not just another faceless financial service provider. We are your trusted partner on the road to protection and peace of mind. With a rich history spanning 10 years, our agency has been dedicated to serving the diverse needs of our valued customers.
OUR SERVICES THAT
We Offer
Asset Protection -Life Insurance
Life insurance with asset protection and an infinite banking strategy provides a robust financial plan that safeguards your assets while leveraging your policy as a personal banking system. This approach ensures long-term financial security for your family and allows you to grow and access your wealth strategically throughout your lifetime.
Income for Life - Annuities
Annuities with an income-for-life strategy offer a reliable and continuous stream of income, ensuring financial stability throughout your retirement years. This approach not only protects your assets but also provides peace of mind by guaranteeing a steady cash flow for the rest of your life.
Build Your Dreams - Business Services
Our business services encompass everything you need to establish and grow your enterprise, including creating LLCs, achieving business credit, setting up bank accounts, and more. With our comprehensive support, you can confidently navigate the complexities of business formation and management, paving the way for your company’s success.
TESTIMONIALS
CUSTOMER REVIEWS
"I had been looking for a financial service that truly cared about my goals and not just about selling a product. On Point Finances provided exactly that. They guided me through various options, and their educational approach gave me the confidence to choose the right products for my family’s needs. I appreciate their transparency and genuine care, and I feel so much more secure about my financial future."
DAVID R.
"Working with On Point Finances has been a game-changer for my financial planning. Michael and his team took the time to educate me on life insurance and annuities, explaining everything in a way that was easy to understand. I never felt pressured; instead, I felt empowered to make informed decisions about my future. I highly recommend On Point Finances to anyone looking for a trusted, knowledgeable partner in financial planning."
SARAH M.
OUR TEAM
MICHAEL LE
Get In Touch
Email: [email protected]
Address Office: 14585 South Bascom Ave, Los Gatos CA 95032 by appointment only
Assistance Hours:
Mon – Fri 9:00am - 5pm
Email: [email protected]
Phone: (669) 666-6967
Address Office: 14585 South Bascom Ave, Los Gatos CA 95032