Philosophy

OnPoint Business Philosophy

At OnPoint, we believe financial success is built on access—access to the right tools, the right partners, and the right strategies. We serve as both advisors and facilitators, guiding clients toward informed decisions and connecting them with trusted, proven solutions that create, grow, and protect wealth.

Objectives

Our Objectives

We specialize in solving real-world financial challenges—improving cash flow, managing taxable income, and implementing high-impact strategies such as cost segregation, chronic care coordination, and private insurance structures.

We work closely with clients to identify optimal solutions and coordinate implementation from end to end. Our process is built on trust, clarity, and collaboration, ensuring every solution aligns with operational and financial objectives.

Affiliations

Our Strategic Affiliations Include:

  • CSSI® (Cost Segregation Services, Inc.) – a leader in engineering-based cost segregation studies, 179D energy efficiency analyses, and R&D tax credit services.
  • GreenZip® – an innovator in sustainable, demountable interior wall systems that qualify for accelerated tax depreciation.
  • Insurance Specialties & Reinsurance Specialties – experts in private insurance and reinsurance strategies that protect businesses and support long-term wealth accumulation.
  • RX Spark – a technology partner for pharmacies, improving profitability and patient retention while serving their customers with discounted pharmacy products.
  • 24Our Care® – a provider of CCM, RPM, BHI, and Medicare wellness visit programs.
Rick and Bill on Wall Street

Our Independence

OnPoint Fast LLC is an independent marketing affiliate. We are not a subsidiary, partner, or agent of the service providers we introduce, and we make no binding commitments on their behalf. This independence ensures that our recommendations are guided solely by what’s best for our clients — not by obligations to vendors or commissions.

Our Impact

Our Impact

Our dedication ensures that businesses, their owners, employees, and the clients or patients they serve all benefit from our expertise and the solutions we help deliver.

We are committed to delivering value—strategically, collaboratively, and consistently.

WE GET YOU


At OnPoint, we understand that every business and individual has unique aspirations—goals rooted in vision, values, and long-term purpose. We take the time to listen, evaluate, and align with those ambitions, translating them into clear, strategic objectives. Our role is to bridge the gap between intention and execution by identifying practical solutions, coordinating expert resources, and managing implementation with precision. Through thoughtful guidance and a commitment to outcomes, we help ensure that well-planned goals become measurable results.