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Your partner in managing wealth to retire on your terms

PUTTING CLARITY INTO FINANCIAL PLANNING AND WEALTH MANAGEMENT

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HOW WE DO IT

Here for our clients through all points in life

James and Lisa case study 1, lifepoint planning, financial planner

CASE STUDY 1:

Cusp of Retirement

James and Lisa are always on the go. They think that a "true retirement" would be boring and they see themselves continuing to work in some capacity forever. Impacting lives is what drives them. James is an executive engineer specializing in the design and development of medical facilities. Lisa is a physician that takes pride in knowing how important her work is. Over the years they've accumlated a significant amount...

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CASE STUDY 2:

Retired

Tim and Judy have recently retired from rewarding careers and are looking forward to the future. Over the years, they've worked with a couple of different advisors, but they always felt a certain disconnect. They want to ensure that they have a plan when the market goes down, make sure they are tax efficient with their withdraw strategy, and get some peace of mind that they will never run out of money - especially with the rising cost of healthcare.

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CASE STUDY 3:

High-Earner, Aggressive Saver

Ashley is a young and successful executive in the automotive industry. She has worked hard to be in a position earning a high-dollar income but isn't quite sure how to optimize it. She is ready to move out of her long-time apartment and into a condo or single-family home. She wants to minimize her tax liability and know that she is on the right track to make work optional one day. The two obstacles in her way: ZERO TIME AND ZERO PLAN.

WHY LIFEPOINT PLANNING

Not all financial advisors are created equal

DOWN MARKET STRATEGIES

EMOTIONLESS INVESTING

CFP® PROFESSIONAL

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.

One of the biggest determinants of investment success is keeping emotions in check. Our custom investment solutions help clients know what to expect in terms of how their portfolios will behave, leading to the potential for higher long-term returns.

The CERTIFIED FINANCIAL PLANNER™ designation means we are on top of our game. Only about 27% of all financial advisors in the industry can claim this distinction (source: www.cfp.net).

FINANCIAL PLANNER SERVICES

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

INVESTMENT MANAGEMENT

FINANCIAL PLANNING

RETIREMENT PLANNING

DOWN-MARKET STRATEGIES

TAX-EFFICIENCY PLANNING

PORTFOLIO FEE ANALYSIS

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

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INDUSTRY-LEADING TECHNOLOGY

We have partnered with industry-leading technology services to help make sure your experience with our firm is simple, yet robust. Our goal is to simplify your financial life and put together a plan that you can actually understand. Here is a 56-second video that shares a little bit about the process:

ABOUT THE FIRM

Core values and areas of expertise

WE CARE

WE LISTEN

WE COMMUNICATE

WE 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.

 

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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