Landing Point Financial Group

10/14/2026

Estate planning is about more than passing on your assets. It's about protecting your family, your wishes, and the legacy you've worked hard to build.

In this video, Garrett breaks down five key estate planning foundations:

✅ Essential legal documents, including wills, powers of attorney, and healthcare directives
✅ Choosing the right people for roles like executor, trustee, guardian, and agent
✅ Understanding how different assets transfer and the tax implications for heirs
✅ Strategies to help avoid probate and keep your affairs private
✅ Planning for digital assets and preparing for incapacity

If you haven't reviewed your estate plan, beneficiaries, or account titling in the last few years, this video is a great reminder to make sure your plan still reflects your goals and wishes.

Estate planning is about more than passing on your assets. It's abo...

10/09/2026

Be honest: how long did it take for your coworker to know your entire life story? 👀👇

10/06/2026

You may only get one shot at some of life's biggest financial decisions.

The question is: Are you preparing for them before they arrive?

Bill Ferber's latest blog explores five pivotal life events and why planning today can help provide more options tomorrow.

Read the blog: https://www.landingpointfinancialgroup.com/blog/one-shot-to-get-it-right

10/02/2026

Business owners: Are you focusing on these three key areas?

1. Maximizing tax-advantaged retirement strategies
2. Separating personal wealth from business wealth
3. Planning your business exit before you need it

Bill works with business owners every day and knows that proactive planning can make all the difference. Watch the reel to learn more.



This material is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product. Any opinions expressed are current only as of the time made and are subject to change without notice. Nothing in this presentation is intended to serve as personalized investment, tax, or insurance advice, as such advice depends on your individual facts and circumstances.

09/28/2026

Nothing says fall quite like cherished traditions. 🍂🍎

Today we're spotlighting Katie and one of her favorite ways to celebrate the season. Take a look at the graphic below to see what she shared.

Do you have a favorite fall tradition? Tell us in the comments!

09/25/2026

Think a will avoids probate? Think again.

In Garrett's latest podcast episode, he breaks down what probate is, how it can impact your estate, and three estate planning strategies that may help your loved ones avoid unnecessary costs, delays, and stress.

✅ Beneficiary designations
✅ Transfer on Death (TOD) designations
✅ Revocable living trusts

A good estate plan isn't just about passing on assets. It's about making things easier for the people you love.

Think a will avoids probate? Think again.In this video, we break ...

09/23/2026

🤖 AI is changing the way financial professionals work, helping with research, scenario modeling, and data analysis.

But financial decisions involve more than information alone. Life transitions, market emotions, family dynamics, and long-term goals often require judgment, perspective, and a deep understanding of what matters most to you.

The future of financial planning isn't people versus technology. It's using innovative tools to better serve the people behind the plan.

Read more below about how AI is shaping the financial industry and where human guidance continues to make a difference. https://www.landingpointfinancialgroup.com/blog/ai-gives-answers-guidance-requires-judgment

09/18/2026

Looking for a financial advisor who’s not like the rest? You’ve come to the right place 😉

09/16/2026

Are You Taking the Right Amount of Risk in Retirement? 🤔

Most investors are asked to complete a risk questionnaire before building a retirement portfolio. But those questionnaires only measure one side of the equation: risk comfort.

In Garrett's latest podcast he discuss the critical difference between risk comfort and risk capacity, and why understanding both could have a significant impact on your long-term retirement success.

Are You Taking the Right Amount of Risk in Retirement?Most invest...

09/14/2026

Exciting news! 🤩 Our advisor, Casey Davis, just launched her new Instagram account. She'll be sharing her experiences as a financial advisor, helpful financial tips, and insights designed to help you navigate your financial journey. Follow her at and join the conversation!