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Schedule a Discovery Meeting

We understand the unique challenges that come with planning for the future of a loved one with special needs. To get started, we invite you to schedule a complimentary Discovery Meeting with one of our financial advisors. During this meeting, we’ll discuss your family’s goals and needs, and explore how we can help you create a custom special needs financial plan.

Contact Us

We are here to serve you from anywhere!

Tide Point Financial is licensed in all 50 states, providing nationwide support for families who have a loved one with a disability.

Email Us: info@tidepointfinancial.com
Address: 2901 W. Blue Grass Blvd. Ste 320 Lehi, Utah 84003

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