Your partner in managing wealth to retire on your terms
PUTTING CLARITY INTO FINANCIAL PLANNING AND WEALTH MANAGEMENT
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:
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 equally.
Simply put - we have structured our business so that we are legally obligated to provide advice that's in your best interest. Every single time.
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 fee-only financial advisor for retirees, those on the cusp of retirement, and busy professionals. Services include:
PORTFOLIO FEE ANALYSIS
Have peace of mind knowing your money stays with established institutions you can trust: