Jeffrey L. Birnbaum, CFP^®

EA

Financial Planner

On Point Financial

140 Riverside Drive
New York, NY 10024

FINANCIAL ADVISOR'S WEBSITE

www.onpointfinancialgroup.com

(212) 874-1790 CONNECT WITH Jeffrey

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

The most important consideration when determining the type of compensation I am paid is what is best for the client.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$95,000

General

Jeffrey Birnbaum is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at On Point Financial in New York, NY and the surrounding communities.

Financial Advisor Overview

At the heart of my financial planning work is an expertise in tax planning. Why might this matter to you? Income taxes impact many aspects of our financial lives. For example, while how much a person makes is important, what is more important is how much they keep after paying taxes. In addition to being a CFP(R) professional I am an Enrolled Agent. In the words of the IRS, "Enrolled agent status is the highest credential the IRS awards. "

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Enrolled Agent

Insurance Licenses

Life insurance
Health/disability insurance
Fixed annuities
Variable annuities

Broker-Dealer Affiliation

Avantax Investment Services, Inc.

Broker-Dealer Disclaimer

Securities offered through HD Vest Investment Services(SM), Member SIPC, Advisory services offered through HD Vest Advisory Services(SM). On Point Financial is not a registered broker/dealer or independent investment advisory firm. HD Vest Advisors provide products and services for which they are appropriately licensed to offer and solicit. Investors should carefully consider their specific investment objectives and financial position, risks, charges and expenses before implementing any financial strategy. HD Vest and its affiliates do not provide legal advice. Investors should consult with their tax or legal advisor regarding their specific situation.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation, Career Change, Investment Management, Irregular Income, Mutual Funds, Getting Married, Insurance, Retirement, Life Planning, Starting a Family, Personal Taxes