Personalized planning for your financial goals

You are an individual who doesn’t just jump to conclusions. Your decisions are carefully weighed and deliberated with cautious consideration.

When seeking financial advice, you seek a counterpart who is equally as deliberate in delivering carefully measured guidance.

As a fee only, independent registered investment advisor, we are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities. Our objective is to serve as your trusted financial partner – to help you arrive at the informed decisions you value, and enjoy the confidence in knowing that every financial matter is fully addressed. As a fiduciary, we act solely in your best interest and provide you the highest standard of care.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Sustainable Investing

Sustainable investing, an approach that integrates environmental, social and governance (ESG) criteria, is becoming a much sought-after strategy in the financial industry. Whether implemented through socially responsible investing (SRI) screening, ESG integration or impact investing, sustainable investing offers a growing number of options for investors interested in pursuing goals beyond financial growth when building their portfolios.

Get to know Our Team

Elaine Morgillo bio headshot
Elaine Morgillo, CFP®
Financial Advisor
Kevin Kennedy bio headshot
Kevin Kennedy
Financial Advisor
Amy Mastromonaco bio headshot
Amy Mastromonaco
Financial Advisor
Debi Callina bio headshot
Debi Callina
Client Relationship Manager
Joyce O'Brien blank headshot
Joyce O'Brien
Client Service and Accounting Associate

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
I am not afraid of storms for I am learning how to sail my ship.
Louisa May Alcott

Information & insight

Did You Know 529s Are Powerful Estate Planning Tools?

These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Lifestyle

A Step-by-Step Guide to Hosting a Family Meeting

Where should you meet? What should you discuss? Who should be there? Consider these suggestions.
Family & Lifestyle

Take-Home Income

07/26/2021
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Weekly Market Snapshot

07/23/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Investment Strategy

07/23/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

The Twists and Turns of Social Security

This all-important retirement income source is tricky, especially around times of transition.
Retirement & Longevity
Background Rotating Sphere Pattern

 

This website is for informational purposes only and does not constitute a complete description of our services. No information contained on this website constitutes tax, legal, insurance or investment advice.

This website should not be considered a solicitation, offer or recommendation for the purchase or sale of any securities or other financial products and services discussed herein. Viewers of this website will not be considered clients of Flying Point Financial just by virtue of access to this website.

Visitors to this site should not construe any discussion or information contained herein as personalized advice from Flying Point Financial. Visitors should discuss the personal applicability of the specific services, strategies, or information posted herein with a professional advisor of his or her choosing.

Articles on this site are obtained from sources which we believe are reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. We and our information providers shall not be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in, the transmission thereof to the user. With respect to information regarding financial performance, nothing on this website should be interpreted as a statement or implication that past results are an indication of future performance.

Flying Point Financial is committed to maintaining the privacy of any nonpublic information that we obtain about you through your use of this site. We do not sell email lists under any conditions. You may view our full privacy policy here.

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Customer Relationship Summary