What is ChasePoint?

We’re Nick and Nancy, founders of ChasePoint Financial Group—a firm built on the belief that financial planning should be more personal and more thoughtful. We understand that money can sometimes feel overwhelming, so our mission is to make it simpler and more empowering.

Whether you’re preparing for retirement, building your business, or thinking about the legacy you want to leave behind, we’re here to help you feel clear, confident, and in control of your future. With a focus on guidance, trust, and long-term relationships, we’re honored to walk alongside you every step of the way.