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Your wealth has outgrown standard advice.

You built it. We’ll help you keep it.

Scenic Road Drive

Welcome to LifePoint Planning

Navigating retirement requires more than just a portfolio. We bridge the gap between investment management and proactive tax planning to create a clear, sustainable path for your retirement income.

Complexity requires a different level of care.

We built LifePoint to address the unique financial, tax, and lifestyle challenges of high-net-worth individuals and families near or in retirement.

Sophisticated planning shouldn't come with a "Success Tax."

Here's the problem:

Most traditional firms charge a percentage of your assets. As your wealth grows, your fee increases—often for the exact same amount of work. We believe that is an outdated model that penalizes your success and causes you to be overcharged and underserved. You deserve more than an annual check-in and a 1% fee. We provide specialized retirement income and tax strategies for a transparent flat fee—offering the sophistication you need and the personal attention you’ve earned.

A specialized team for a complex transition.

Our team holds the industry’s highest designations—including CFP® professionals—ensuring your retirement plan is built on technical precision, not just market guesswork.

Results that speak louder than a sales pitch.

Mike and Pat C.

Wisconsin

Extremely Pleased

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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.

The next level of your wealth requires a different level of advice.

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