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Frequently Asked Questions

  • What is a fiduciary?
    A fiduciary has the highest ethical obligation to put your interests ahead of their compensation and any other considerations. I am a fiduciary – this is a fundamental value of mine and I wouldn’t have it any other way.
  • Why should I hire you instead of doing this myself?
    You don't get a second chance at a successful retirement. Although some DIYers are able to accumulate wealth over their lifetime, when it comes to distributing that wealth in the most tax efficient way, there are a lot of factors that can play a big role. Whether you delegate the majority of the planning and strategy to us, or you would like to take a collaborative approach (most of our clients are somewhere in the middle), you can rest assured that you'll have a plan for the "gotcha" situations that seem to always occur in our lives. The financial world can be complex - some people simply would rather enjoy their retirement and delegate the rest to an advisor. Other people enjoy financial planning and take a more collaborative approach with their advisor. Whichever style you prefer, we are there to meet you where you are, taking a strategy agnostic approach so that your retirement style (and preferences) are matched with the correct strategy for you.
  • Who is your typical client?
    My typical client is...
  • What is your investment strategy?
    I believe in...
  • Who is NOT a good fit for LifePoint Planning?
    ...
  • Do I have to come to your office?
    No
  • Do I have to pay for the first meeting?
    No
  • What is the CERTIFIED FINANCIAL PLANNER(TM) designation?
    CFP(r)
  • Why did you name your firm LifePoint Planning?
    ...
  • Do you work with people outside of Michigan?
    Yes.
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