Landing Point Financial Group of Avon

Landing Point Financial Group is a financial planner in Avon, Ohio. The firm provides comprehensive financial planning, tax preparation, and specialized small business services to pre-retirees, retirees, and small business owners. Their professional offerings include retirement income planning, tax optimization, business valuation, succession planning, and cash flow management.

The firm utilizes a personalized approach centered on the 5 Foundations of Financial Planning to create individual roadmaps for clients. For small business owners, the team provides accounting and financial oversight, including bookkeeping review, profit margin analysis, and budget tracking. They also assist with employee benefits, such as the design and setup of SIMPLE IRA, SEP IRA, and 401(k) plans. Led by Joe Flinner, CFP®, CRPC®, APMA®, CKA, who brings 24 years of experience to the industry, the team emphasizes multi-generational planning and a mission to serve the community through integrity and excellence.

Located on American Way, the office is situated near the Northwest Freeway and is a short drive from University Hospitals - Avon Health Center and the French Creek Reserve. The location is also approximately 0.6 miles from the Avon Post Office.

The business maintains well-documented information online, ensuring their details are easily accessible. Their digital presence is well-optimized, making them easy to find through search engines.

Landing Point Financial Group provides dedicated financial guidance and small business support to help clients in Avon achieve long-term financial security.