About
3 Point Financial Solutions is a financial services business that offers financial education, wealth creation, debt payoff strategy, retirement planning, and estate planning. With years of experience and dedication to ethical and outstanding customer service, we are committed to helping our clients achieve their financial goals and secure their financial future.
Our Expertise
At 3 Point Financial Solutions, our team brings extensive expertise in financial planning, investment strategies, and risk management. We provide personalized solutions tailored to our clients' unique financial situations and goals, ensuring a comprehensive approach to wealth management.
Our Philosophy
Our philosophy revolves around empowering individuals and families to make informed financial decisions that lead to long-term financial security and prosperity. We believe in transparency, integrity, and a client-centric approach to financial planning and wealth management.
Our Commitment to Results
We are dedicated to delivering tangible results for our clients. Our commitment to excellence and continuous improvement drives us to go above and beyond in helping our clients build and preserve wealth, reduce debt, and plan for a financially stable retirement and legacy.
Our Experience
With decades of combined experience in the financial services industry, our team at 3 Point Financial Solutions has successfully guided numerous individuals, families, and businesses towards financial success, ensuring a strong foundation for a prosperous future.
Founder & Strategic Partners
Meet the dedicated professionals behind 3 Point Financial Solutions, committed to delivering exceptional financial services and personalized guidance to our clients.
Brian Green
Founder
Brian Green, CLTC is a financial advisor and owner of 3 Point Financial Solutions. With more than two decades of financial services experience, he’s seen the pitfalls of not planning for different financial scenarios and retirement.
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As we grow older, our health and wellness can become more challenging to manage. Extended care planning involves preparing for the possibility of needing assistance with daily living activities, such as bathing, dressing, and eating. This can be due to a chronic illness, disability, or simply due to the aging process.
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Extended care planning helps to ensure that you will have access to the care you need, without putting a strain on your family's resources or disrupting your financial stability. There are several options available, which can help you pay for the cost of care, as well as assisted living and nursing home care, which provide professional care and support services.
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By planning ahead, you can have peace of mind knowing that you have taken the necessary steps to protect yourself and your loved ones from the financial burden and emotional stress that can arise from needing extended care. It's never too early to start planning, so don't wait until it's too late. Let's work together to develop a personalized extended care plan that meets your unique needs and preferences.
Phone: 814-205-0345
Email: bgreen@brookstoneadvisor.com
Norman Halverson
Strategic Partner
Norman Halverson has over two decades of corporate Risk Management experience and holds B.S. and M.S. degrees from Columbia Southern University.
Having transitioned from the corporate world, Norm now helps individuals and smaller businesses develop strategies to reduce their financial risk through retirement planning, estate planning, personal & business insurance, wealth building, asset protection, and debt management.
With a passion for understanding and addressing the unique needs of individuals, Norm is committed to providing personalized financial services that prioritizes your personal interests, above all else.
"Each person's financial journey is different, and I firmly believe it requires custom tailored solutions to navigate effectively. "
My promise to clients. I will:
- Listen to your needs and goals
- Analyze your unique circumstances
- Work with you to build a solid plan together
- Follow up regularly to check in
- Be available for questions
Norm lives in southern New Jersey with his wife Kelly. Between the two of them, they have six adult children living in several states. Norm and his wife also love exploring the world through travel, and giving back to the community.
Norms Contact Information (click link below):
License #s: PA - 1151341, NJ - 3002569026, CA - 4315138
Phone: 609-928-7852
Kevin Elias
Strategic Partner
Kevin Elias is a seasoned real estate investor and property manager, with over 10 years’ experience in both long-term and short-term rental management. After graduating from Bloomsburg University of Pennsylvania, he went on to earn his Masters from Montclair State University.
Kevin began a career focused on assisting others as a high school baseball coach and school counselor. After years of overseeing the college admissions and financial aid process, he became interested in teaching others to use financial literacy and careful planning to live the lives that they deserve and to secure their financial future.
