Hibbing, Minnesota

Take the wheel of
your financial future

Personalized financial planning that actually fits your life — not a one-size-fits-all package. At Counterpoint Financial, we walk alongside you from first steps to long-term confidence.

What We Do

Financial guidance, tailored to you

Every situation is different. We offer a range of services designed to meet you where you are — and help you move forward.

Financial Planning

A clear, comprehensive plan built around your goals, timeline, and peace of mind — not generic templates.

Retirement Strategies

From accumulation to distribution, we help you map a retirement that supports the life you want to live.

Investment Management

Thoughtful portfolio management grounded in your values, risk comfort, and long-term objectives.

Risk & Insurance

Protect what matters most with coverage strategies that make sense for your situation.

Estate & Legacy

Plan with intention so your assets and values are passed on the way you envision.

Tax Planning

Strategic approaches to keep more of what you earn, aligned with your overall financial picture.

Counterpoint Financial office in Hibbing
About Us

A partner you can count on

Counterpoint Financial was founded on a simple belief: financial planning should feel like a conversation with someone who genuinely has your back — not a sales pitch.

Based right here in Hibbing, we work with individuals and families who want clarity, confidence, and a plan that actually reflects their life. Whether you're just starting out, preparing for retirement, or navigating a major transition, we're here to help you move forward with purpose.

Local
Hibbing-based,
community-rooted
Personal
Every plan is
custom-built
Clear
No jargon,
just honesty
Steady
Long-term
guidance
Our Approach

How we work together

Three straightforward steps to get from where you are to where you want to be.

1

Listen

We start by understanding your goals, concerns, and what success looks like for you — no assumptions, no shortcuts.

2

Plan

We build a clear, actionable strategy tailored to your unique situation — one you can actually understand and feel good about.

3

Grow

We stick with you through the process, adjusting as life changes and helping you stay on course toward your goals.

"Counterpoint Financial gave us the clarity and confidence we needed to plan for retirement — on our terms, in a way that actually made sense."
Client
Hibbing, MN
Get in Touch

Let's start a conversation

Whether you have a question or are ready to take the next step, we'd love to hear from you. Reach out and we'll get back to you promptly.

Phone
(218) 262-0777
Email
julie@counterpointfp.com
Address
214 E Howard St, Hibbing 55746-1771

Send us a message

We'll respond within one business day.

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