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HOW WE DO IT
Here for our clients through all points in life.
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...
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.
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
FIDUCIARY
INTEGRATED PLANNING
CFP® PROFESSIONAL
Simply put - we have structured our business so that we are legally obligated to provide advice that's in your best interest.
Comprehensive focus for the main keys to success. Build confidence in your investing, tax, estate, insurance, and income plans.
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 established institutions you can trust:
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
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 clients' goals.
We are fans of low-cost, globally diversified portfolios that are in line with our main goal: clarifying what our clients' want to accomplish to ensure the highest chance of success. Our process helps our clients avoid big mistakes that are common amongst all investors. We constantly coach our clients on proper investor behavior to build a plan that remains successful through all market conditions.
Where our current clients reside:
We are committed to helping clients all over the country using a robust technology suite and artificial intelligence to stay efficient.
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