Landing Point Financial Group

Landing Point Financial Group is a financial planner in Lorain, OH. The firm provides comprehensive financial planning, tax preparation, and small business services to pre-retirees, retirees, and small business owners. Their expertise includes retirement income planning, tax optimization, business valuation, succession planning, and cash flow management. The firm maintains a 4.90 rating based on 369 reviews.

The firm utilizes a personalized approach to help clients achieve financial security through the 5 Foundations of Financial Planning. Led by Joe Flinner, CFP®, CRPC®, APMA®, CKA, who brings 24 years of experience in the financial services industry, the team focuses on multi-generational planning and building lasting relationships based on integrity. For small business owners, the firm offers specialized services such as bookkeeping review, profit margin analysis, and the design and implementation of retirement plans like SIMPLE IRA, SEP IRA, and 401(k) structures. Their mission is centered on providing personalized advice that empowers clients to reach their full potential.

Landing Point Financial Group is located on American Way.

The firm is recognized for its commitment to excellence and its dedication to managing wealth for families through a holistic approach. Their reputation is built on a foundation of teamwork, respect, and a passion for serving the community and their clients' long-term interests.

Landing Point Financial Group provides essential financial guidance and small business strategy to the Lorain community.