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SITE MENU

 * About Us
 * Process
 * Team
 * Contact


CHART YOUR COURSE - SET SAIL TODAY!

Navigating your financial ship to help you stay on course
and avoid the hazards along the way.

Learn More



At Blue Point Financial we strive to help a finite number of successful
individuals and families build, protect, preserve, harvest and distribute the
results of their life’s work. We do this pursuant to our customized investment
strategies, carried out in the context of a comprehensive financial plan.


WHAT CAN A COMPREHENSIVE FINANCIAL PLAN DO FOR A FAMILY?

 * If a breadwinner dies prematurely or becomes disabled, the family’s standard
   of living may not be critically compromised.
 * The children of the family may be able to pay for the quality education for
   which they are suited.
 * The current generation of the family may be able to retire on its own terms.
 * The current generation may never become a financial burden to its children,
   even if extended nursing home stays are required.

 * Even as retirement income rises to offset rising living costs, this
   generation’s capital has the potential to continue to grow over time, leaving
   behind meaningful legacies to the succeeding generations.
 * Estate taxation may not force the sale of a family’s important assets (home,
   business, etc.). This obligation can be funded out of residual capital and/or
   it can be insured.

Although each family is responsible for their own financial success, our mission
is to provide a carefully crafted financial plan along with guidance from a
competent, objective and diligent financial planner.


OUR FINANCIAL PLANNING PROCESS



 * Discovery
 * Designing a Financial Plan
 * Recommendations
 * Implementation
 * Progress Review

Discovery

Where are you starting from?  What would you do if you could?

We start by simply collecting the baseline data.  This will give us a clear and
shared understanding of where you are starting from.  Next we begin to define
specific goals for the future.

Designing the Financial Plan

Can we get there from here?

This analysis may include many factors but usually focuses on answering a few
primary questions.  When and how do you want to retire?  Who do you want to
educate?  What’s your attitude about legacies?

Recommendations

The Foundation and Framework of the Financial Plan

Based upon the discovery meeting we go over what we think things will cost and
when.  We will determine if there’s a gap between where you are and where you
want to be.  If there is a gap we will figure out if you have enough time and
resources to close it.

Implementation

Turning Ideas into Action

At this point we make the mutual decision to commit to working with each other.
 We will execute the documents necessary to put your plan in motion, often
including the technical support of attorneys and CPAs. Implementation of a
financial plan may include the opening or changing of various financial
accounts. Some of the products and services we offer include: investments,
brokerage accounts, insurance and annuities.

Progress Review

Are we still on course?

These meetings provide us an opportunity to identify changes in your situation,
at least annually.  As prudent as it is to keep on top of changes, we must also
resist the temptation to tinker with the plan over time, just for the sake of
changing it.


STRIVING FOR A SUCCESSFUL OUTCOME THROUGH A COMPREHENSIVE FINANCIAL APPROACH.

 * Rachel Hendricks
   
   Rachel joined the Blue Point Financial team in 2019. She graduated from
   Hebron Academy and continued her education at Southern Maine Community
   College where she obtained her associates degree in Liberal Studies. Rachel
   works closely with Tim and Justin to manage the day to day office operations,
   business workflow, and client services. Rachel is a notary public and is
   currently studying to obtain her Financial Paraplanner Qualified Professional
   certification. Rachel resides with her husband, Justin, one-year-old son,
   Hayden, and their energetic labradoodle, Bailey, in Scarborough, Maine. She
   loves to spend time camping and fishing with her family and is a foodie and
   fashion enthusiast.

 * Timothy A. O’Halloran
   
   Tim was born and raised in Waterville, Maine and is a graduate of Waterville
   High School. He went on to graduate from the University of Southern Maine
   with a Bachelor of Science degree in Business Administration. Prior to
   attending USM Tim began his collegiate studies at the University of Maine at
   Orono. In early 1992 Tim joined the Maine Agency of National Life Insurance
   Company in Portland, Maine and began his career helping individuals, families
   and small business owners plan for financial independence. Several years
   later he formed Blue Point Financial to develop strategic processes to aid in
   financial decision making and to expand his staff and available resources.
   Additionally, it was through The American College that Tim completed the
   educational component to earn his status as a CERTIFIED FINANCIAL PLANNER™
   professional in 2000.
   
   Today, Tim and his wife, Judi, reside in Scarborough, Maine and have three
   beautiful daughters, and five grandsons. Tim is an active member and past
   president of the Scarborough Kiwanis Club. He enjoys spending time with
   family and friends and all things outdoors including golf, hiking, skiing and
   fishing.

 * Justin T. Beauregard
   
   Justin joined Blue Point Financial in 2009 after completing his undergraduate
   degree with honors in Business Administration from the University of Southern
   Maine. Justin grew up in Falmouth, Maine and spent much of his time outside
   of school working for his family’s heavy equipment dealership. Today Justin
   lives in Jupiter, Florida with his wife, Morgan five-year-old son, Graeme and
   one-year-old son, Henry.  In his spare time he enjoys golfing and exploring
   the waters of South Florida and the Gulf of Maine.

 * Rachel Hendricks
   
   Rachel joined the Blue Point Financial team in 2019. She graduated from
   Hebron Academy and continued her education at Southern Maine Community
   College where she obtained her associates degree in Liberal Studies. Rachel
   works closely with Tim and Justin to manage the day to day office operations,
   business workflow, and client services. Rachel is a notary public and is
   currently studying to obtain her Financial Paraplanner Qualified Professional
   certification. Rachel resides with her husband, Justin, one-year-old son,
   Hayden, and their energetic labradoodle, Bailey, in Scarborough, Maine. She
   loves to spend time camping and fishing with her family and is a foodie and
   fashion enthusiast.

 * Timothy A. O’Halloran
   
   Tim was born and raised in Waterville, Maine and is a graduate of Waterville
   High School. He went on to graduate from the University of Southern Maine
   with a Bachelor of Science degree in Business Administration. Prior to
   attending USM Tim began his collegiate studies at the University of Maine at
   Orono. In early 1992 Tim joined the Maine Agency of National Life Insurance
   Company in Portland, Maine and began his career helping individuals, families
   and small business owners plan for financial independence. Several years
   later he formed Blue Point Financial to develop strategic processes to aid in
   financial decision making and to expand his staff and available resources.
   Additionally, it was through The American College that Tim completed the
   educational component to earn his status as a CERTIFIED FINANCIAL PLANNER™
   professional in 2000.
   
   Today, Tim and his wife, Judi, reside in Scarborough, Maine and have three
   beautiful daughters, and five grandsons. Tim is an active member and past
   president of the Scarborough Kiwanis Club. He enjoys spending time with
   family and friends and all things outdoors including golf, hiking, skiing and
   fishing.

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 * Timothy A. O’Halloran
 * Justin T. Beauregard
 * Rachel Hendricks


ARE YOU READY TO CHART YOUR COURSE? CONTACT US FOR CUP OF COFFEE AND A SECOND
OPINION TODAY.

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BLUE POINT FINANCIAL | 243 US ROUTE ONE | SCARBOROUGH, ME 04074 | (207) 883-2009

Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory
Services offered through Blue Point Financial, Inc. 

Blue Point Financial, Inc. is not affliated with Triad Advisors, LLC.

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