Helpful Resources | LifePoint Planning | Certified Financial Planner

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HELPFUL RESOURCES

Helpful Links:

One Page Plan - Money Brief
The Concise First Step

Planning Software 1: RightCapital
The Comprehensive Tool

Planning Software 2: Asset-Map
The Retirement "Funded Ratio" Tool

Planning Software 3: IncomeLab
The Retirement Income Tool

Tax Planning Software: Holistiplan
The Tax Optimization Tool

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