"Employ your time well, if you mean to gain leisure." - Ben Franklin
You deserve a strategy that adapts to your needs.
We create financial strategies tailored to your goals.
Welcome to Key Point Financial Services!
We are working with Securities America, Inc. Member FINRA/SIPC. to bring you a wide range of wealth management and investment services to our members. Together, we will provide you with a complete array of financial instruments, including stocks, bonds, mutual funds, annuities, insurance, state-of-the-art technology, and unbiased investment research.
Whether you need assistance getting started with a retirement plan, evaluating your investment portfolio, planning for college or other major expenses, we're here to help!
For an appointment with one of our Financial Advisors, please call Mona Boomer at 408-731-4298.
Meet Our Experienced Advisors
We’d love to hear from you!
U.S. Personal Savings Rate
What can be learned from the savings rate?
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Retirees traveling abroad need to know that their health insurance travels with them.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This worksheet can help you estimate the costs of a four-year college program.
Your credit score may influence how much you pay for auto and home insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Even low inflation rates can pose a threat to investment returns.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
When do you need a will? The answer is easy: Right Now.
Around the country, attitudes about retirement are shifting.
Understanding the cycle of investing may help you avoid easy pitfalls.
With alternative investments, it’s critical to sort through the complexity.