WHO WE ARE
LifePoint Planning (LPP) was founded in 2018 by Doug Oosterhart, CFP®. It’s an independent registered investment adviser firm serving individual, business, and non-profit clients across the United States. Its specializations include the construction and management of customized investment solutions, tax strategies, and retirement planning for individuals.
LPP’s mission is simple: To deliver a modern and customized experience for clients in an ever-changing financial world.
Five years into his tenure at a prominent corporate firm, Doug came to a profound realization: the corporation's business model was constraining him, and more importantly, the client. Determined to enact a transformation, he embarked on a mission to revolutionize their established practices. His vision included breaking free from cookie-cutter portfolios, redefining the client-advisor ratio by avoiding the impossible load of attempting to serve hundreds of clients per advisor, and rectifying the issue of overcharging while under-delivering.