3 Point Financial Services | Portfolio & Retirement Strategies

Your Local Partner for Wealth Management in Aurora.

Wherever you want to go, we're ready to help at every step of the journey.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Who We Are

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.

All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Meet Our Team

Retirement

Life moves quickly and financial needs can change. We work with clients to help navigate retirement planning every step of the way.

Lifestyle

Aligning your finances with the lifestyle you envision.

Investment

Our investment professionals construct portfolios with your lifestyle and goals in mind.

Taxes

We work with tax professionals and resources to help address complex tax situations.

Estate

Planning for the future of your loved ones can be challenging. We help clients develop estate strategies tailored to their family's needs.

Money

Wealth management plays an important role in retirement planning. We help clients build comprehensive financial strategies for the future.

What Distinguishes Our Approach

3 Point Financial Services has been guiding clients through their financial journeys for three generations—and along the way, we’ve learned that true financial well-being is about more than just numbers.

We believe wealth management should be approached with greater awareness, intention, and clarity. Our advisory work blends experience with mindful financial planning practices. We help people understand their relationship with money, make values-aligned investment decisions, and build greater financial clarity and confidence.

For us, wealth isn’t just about what you earn or accumulate. It’s about how you feel, what you value, and the life your money helps you create.

Three generations of financial experience. A more intentional way to plan for your future.

Call Us

(630) 906-3516

Address

315 West Downer Place

Aurora, IL 60506