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PUTTING CLARITY INTO FINANCIAL PLANNING AND WEALTH MANAGEMENT

Partnering with you on a flat fee basis to retire on your terms

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Lifepoint planning, doug Oosterhart, cfp near me, financial planner near me, financial planner, financial advisor near me, financial advisor, fee only, fee only financial planner, fee only financial advisor, retirement planning, retirement planner, fiduciary financial advisor, fiduciary financial planner, certified financial planner near me, zoe financial, zoe financial planner, zoe financial advisor
LifePoint Planning, Doug Oosterhart, CFP near me, financial planner near me, financial planner near me, retirement plannning
lifepoint planning, doug oosterhart, investing, retirement plannng, financial planning, financial advisor
Lifepoint planning, doug Oosterhart, cfp near me, financial planner near me, financial planner, financial advisor near me, financial advisor, fee only, fee only financial planner, fee only financial advisor, retirement planning, retirement planner, fiduciary financial advisor, fiduciary financial planner, certified financial planner near me, zoe financial, zoe financial planner, zoe financial advisor

WHY LIFEPOINT PLANNING

Your retirement planning experts who charge an all-inclusive flat fee for investment management and financial planning

UNDERSTAND YOUR
INVESTMENTS

REDUCE TAXES
IN RETIREMENT

MODERN FEE STRUCTURE

If you are in (or near) retirement, you don't have the time to rebound from a down market. We utilize custom solutions to mitigate losses in your portfolio.

Forward looking tax planning that helps you pay the least amount of taxes over your lifetime. Tip your server, not the IRS.

Your fees shouldn't double if your wealth does. See how you can save $100,000+ with a modern fee structure.

Abstract Structure

WHAT YOU'LL GET

A comprehensive financial advisor for retirees, those on the cusp of retirement, and busy professionals. Services include:

Investment Management

  • Customized Portfolio

  • Active Rebalancing

  • Tax Loss Harvesting

  • Behavioral Coach Guiding Through Market Turbulence

  • Down Market Strategies

  • Complimentary Money Market Fund Management

  • Integration of Employer Retirement Accounts Into Portfolio

  • Investment Risk Analysis

  • Simplify and Consolidate Accounts

  • Tax-efficient Placement of Investments (Asset Location)

Have peace of mind knowing your money stays with institutions you can trust:

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ABOUT THE FIRM

Core values and areas of expertise

CARE

LISTEN

COMMUNICATE

LEAD

LifePoint Planning is a comprehensive financial planning firm serving clients across the United States virtually.

We specialize in retirement planning and investment management for professionals who are currently retired or want to know if they have the capability to retire someday. The clients we serve benefit from not only having access to a robust technology suite, but also getting a very personalized financial plan and investment strategy to help them achieve their goals. LifePoint was launched with a mission to provide a modern approach and a fresh perspective on what we believe to be an outdated industry.
 
We start with clarifying our clients' goals to construct a plan. A solid financial plan comes before any type of investment strategy as we believe that the portfolio is only the funding medium FOR the plan that achieves our client's goals.

View our financial planning principles here.

View our investment principles here.
 

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WHAT OUR CLIENTS ARE SAYING

Mike and Pat C.

Wisconsin

Extremely Pleased

​

Our family has been with Doug since 2022. I liked that he had experience with a large, respected financial organization, but wanted to create a better environment for clients by going independent (ie. leveraging the good and building upon the opportunities he experienced at "megacorp").

 

Doug effectively connects on a personal level and is able to communicate financial themes to those with all levels of understanding. I especially appreciate our discussions...Doug ensures we understand his rationale for any recommendation and thoughtfully considers feedback we might share.

 

The fact that Doug is a virtual advisor has not been an obstacle. His multi-media presentations/communications are timely, effective, succinct, humorous, and provide an audit trail. Doug routinely demonstrates his broad knowledge of financial/investment instruments, investment strategy, estate planning, taxes, and aspects of running a small business. All in all, extremely pleased.

CONTACT
US

Tel. (844) 505-3618
info@lifepointplanning.com
Available by appointment only.

REFER
US

The greatest compliment we can receive is an introduction to a friend, family member, or colleague.

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