We understand the challenges that individuals and families face when it comes to their financial well-being. We recognize that navigating the complex world of finance can be overwhelming and often leaves people feeling uncertain about their future. That's where we come in.
In an ever-changing world, having a trusted advisor by your side is crucial. Landing Point Financial Group brings together a team of professionals with the expertise to add value and knowledge to your financial journey. Our advisors stay versed in the latest industry trends and are committed to providing the best possible advice and solutions, tailored to your ever-evolving situations.
Garrett Bourbina
CFP® APMA®
Garrett Bourbina CFP® APMA®, a Senior Wealth Advisor with Landing Point Financial Group, has been with the firm for 10 years. As a CERTIFIED FINANCIAL PLANNER™, Garrett specializes in helping retirees plan for and navigate the complexities of retirement. He guides clients through critical decisions such as when to retire, how to optimize Social Security, how much to safely withdraw from retirement accounts, and how to leave a lasting financial legacy for their families. Garrett finds it incredibly rewarding to help clients gain the confidence they need to retire with peace of mind and enjoy the fruits of their hard work. He is passionate about empowering his clients to find joy and freedom in the next chapter of their lives.
Bill Ferber
With nearly a decade of experience as a Wealth Advisor, Bill Ferber has been helping individuals, households, and small businesses achieve financial clarity and success since 2015. Driven by a commitment to Servant Leadership, Bill's focus is on creating personalized financial life plans that align with his clients' goals, values, and long-term aspirations. His passion for making a meaningful difference in others' lives has only grown stronger over the years. Bill specializes in advanced financial and tax planning for pre-retirement clients, retirees, and business owners. He particularly enjoys helping clients navigate the complexities of advanced planning needs, providing them with the clarity and confidence they need to achieve their financial goals.
Susan Vasu
CRPC®, CSA®
Susan Vasu has been in the Financial Services industry for more than 35 years. She joined Landing Point Financial Group to better serve the financial needs of her clients with industry-leading products and services. Susan has built her practice on a client-centric business model, tailoring solutions to meet each client's unique needs, and personally delivering them. Specializing in working with retirees, Susan brings years of experience and knows the resources that retirees rely on. She is passionate about helping them navigate today's world, especially as they move from financial planning to the "life planning" stage. Susan takes the time to understand each client deeply, identifying opportunities that not only address their financial goals but also support their broader life aspirations. Susan holds the Certified Senior Advisor (CSA)® designation, further enhancing her expertise in serving the needs of retirees.
Casey Davis
Casey Davis' journey with Landing Point Financial Group is unique and deeply personal. Growing up with her mom, Kathy Davis-Kime, and stepfather, Tom Kime - original partners of the firm - Casey was inspired by their dedication to helping clients reach their financial goals. She began her career at Landing Point 20 years ago as a receptionist, later becoming a client concierge and wealth advisor. Each role deepened her understanding of financial planning and commitment to client service. Casey specializes in working with high-earning women, retirees, and young achievers, focusing on wealth management, financial planning, and life planning. She is passionate about empowering clients financially and enjoys guiding them through every stage of their journey to help them enjoy their wealth with confidence.
General Information |
| Firm Start Year: | 2004 | |
| No. of Employees: | 20-49 | |
| Name of Custodial Firm: | Fidelity Investments |
| Work with the following types of clients: | Individual Investors, Non-Profit Organizations, Businesses |
| Advisory Services Provided: | Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Risk Management, Financial Planning for Individuals, Tax Advice and Services, Education Funding and Planning |
Services |
| Investment Types: | Bonds, Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments |
| Can meet clients in the following ways: | Phone, Email, Our Office, Video Conference |
Firm Information |
| Firm's Number of Clients: | 500 |
| Assets Managed by Firm: | $275,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | 250000 |
| Compensation Methods: | Based on Assets, Flat Fee |
Financial Services |
| Portfolio Management
Our investment philosophy begins with uncovering and understanding your purpose for what you have saved. Our client's goals are the main driver for how their portfolio's are structured. We believe that every person's situation is unique and thus their investment strategy should be as well. We take pride in educating our clients and helping all investors to view both the market and economy in a healthy way. |
| Retirement Planning
Helping individuals plan for and execute the necessary steps to retire confidently. There are many decisions that have to be made over a short period of time in retirement. We aim to help our clients navigate each of those with confidence and clarity. Whether its deciding when to begin social security or how to plan for health insurance if you retire before 65, we want to provide that clear pathway for a confident retirement. |
| Risk Management
Not a day goes by where somebody does not take a risk. Whether its within your portfolio or when you hop in your car, we all take chances that could have less than desirable outcomes. What we like to do is organize and strategize around the various risks that can impact a person's financial future. |
| Estate Planning & Trusts
Having a solid estate plan is paramount to protecting what you have worked hard for. Our goal is to help our clients stay organized and ensure that their dollars flow where they intend to in the most tax efficient way possible. We offer great insight to those that are charitably inclined and review the best strategies for giving to not only benefit the charity, but your own unique tax situation as well. |
| Tax Advice and Services
We understand the importance of having close relationships with our clients and their accountants. In 2023, Landing Point Financial Group purchased a local tax firm which has allowed us bridge that gap between an advisor and their tax preparer. Having both sets of expertise under one roof allows our clients peace of mind when tax season approaches. |
| Insurance Planning
Protecting who and what you love is a key part of a person's financial plan. With many experts each with different proposed solutions, we aim to firstly educate and secondly recommend based on your individual unique situation. Whether its life insurance, home & auto, or maybe even disability, Our team is built to help you navigate those potentially murky waters. |
| Financial Advice & Consulting
Financial planning is a partnership. We want our clients to view us as their greatest resource in the world of finances. By doing this, we hope to free you up to do more of what brings you joy in life. Often times its the financial decisions that tend to bring on the most stress. We partner with our clients to plan comprehensibly and help to mitigate as much of that stress that we can. Giving great advice is our passion and we hope that working together allows you to spend more time on your own passions. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. |
Registered Investment Advisor:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:30 AM - 5:00 PM |
| Tue. | 8:30 AM - 5:00 PM |
| Wed. | 8:30 AM - 5:00 PM |
| Thu. | 8:30 AM - 5:00 PM |
| Fri. | 8:30 AM - 4:00 PM |
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