Oak Point Financial Partners
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A financial advisory practice of Ameriprise Financial Services, LLC
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06/03/2026
Have you RSVPed to watch the RubberDucks play? Catch the game on us.
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06/02/2026
Retirement doesn’t always follow a set timeline.
Even if you have a target age in mind, life can shift your plans. Job changes, health concerns or the loss of a partner can all impact when and how you retire.
That’s why it’s important to build flexibility into your approach. A thoughtful plan can help you adjust as circumstances change and stay focused on what matters most to you.
Have you considered how your retirement plans might adapt if life looks different than expected?
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05/29/2026
Happy 529 Day!
Saving for education is a journey — and understanding your options is an important first step.
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05/28/2026
We hope to see you there!
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A smart retirement plan doesn’t just support your team. It supports the life you’re building beyond the business. We can help you make both goals work together.
05/25/2026
This Memorial Day, we remember and honor those who gave their lives in service to our country.
As we spend time with family and friends, we’re reminded that those moments are possible because of their sacrifice.
05/22/2026
Approaching retirement often brings new questions — including how to make the most of your savings. Catch-up contributions could be part of that conversation.
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Happy World Bee Day 🐝
If you know me, you know I’ve always had an appreciation for beekeeping — not just as a hobby, but for the lessons it brings.
Bees remind me that small, consistent efforts matter. That teamwork makes a difference. And that staying focused on what’s important helps everything work together over time.
It’s a simple idea, but one I come back to often — both in life and in the work I do with clients.
Here’s to the bees, and the reminders they bring.
05/18/2026
How confident are you in understanding survivor benefits?
It’s an important topic that often raises questions — especially when it comes to Social Security.
You may be eligible for survivor benefits depending on your situation. These benefits are designed to provide financial support to certain family members after the loss of a loved one.
Understanding Social Security benefits Find out what Social Security benefits you may qualify for and when you should start collecting.
05/15/2026
There are a few key milestones in the years leading up to retirement that can be helpful to revisit along the way.
Do you know what they are?
📍 10 years before retirement
Revisit tax diversification and how your assets are positioned.
📍 5 years before retirement
Bring your retirement goals into focus — lifestyle, timing, and priorities.
📍 2–5 years before retirement
Start planning for Social Security and how it fits into your overall strategy.
Retirement isn’t just a date — it’s a series of thoughtful steps over time.
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Address
6100 Oak Tree Boulevard Ste 105
Cleveland, OH
44131
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 6pm |
| Wednesday | 9am - 6pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |