DecisionPoint Financial is a Mesa-based, fee-only financial planning firm that has a fiduciary duty to act in the best interests of their clients.
“We don’t sell commissioned products so that we can provide conflict-free investment advice to all of our clients,” said Scott Johnson, CEO of DecisionPoint Financial and senior financial planner.
“If I’m selling you a financial product, it’s difficult for me to act in a fiduciary capacity because the commission I receive for the sale will likely influence the advice I am giving you. That product may or may not be in your best interest,” he continued.
Scott, a third-generation financial advisor with 22 years of experience, left a large brokerage firm more than a decade ago to start a financial planning practice as a CERTIFIED FINANCIAL PLANNER™. “I felt I could serve my clients better as a fiduciary advisor instead of as a broker,” he stated.
In 2018, Scott founded DecisionPoint Financial, a full-service investment management and financial planning firm specializing in business owners, professionals, retirees, first responders, and qualified 401(k) and cash balance plans for companies.
DecisionPoint has three CFP® Professionals on staff and they are passionate about helping you meet your financial goals by developing a personalized financial plan for each client. “We believe that financial planning is a process and not an event,” said Scott. “We know that life is dynamic, and that financial needs and goals are constantly changing. Once we build your financial plan, it’s designed to be updated on an annual basis or as needed.”
Those interested in learning more about DecisionPoint and their services can call to schedule a fit meeting. According to Scott, “Our fit meeting is designed for you to get to know us and for us to get to know you. Once you engage us, we schedule a series of initial meetings to begin the financial planning process and to initiate an investment plan.” DecisionPoint then meets regularly with you to ensure that your investment plan is meeting current and future needs.
DecisionPoint Financial is located at 2812 N. Norwalk, Suite 116, in Mesa. For more information, visit decisionpointfinancial.com, or call (480) 553-6249.