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Many retirees don’t realize how much they’re paying for financial advice.

That's where we come in.

The "We do better when you do better" problem: 

For years, many retirees have paid 1–2% of their assets annually for financial advice—often without asking questions on how it all works.

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Some firms say, “We do better when you do better,” but that may mean their fee increases when the market goes up—regardless of their influence.​

A legacy fee model for a high-net-worth retirement is an unnecessary drag on your wealth.

We’ve replaced the traditional "Success Tax" with a transparent annual flat fee—ensuring that 100% of your portfolio's growth stays where it belongs: with you.

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Aaron Harris, CERTIFIED FINANCIAL PLANNER™ and Lead Advisor

Don't let percentage-based fees penalize your growth.

Discover how much you can save by booking a call.

LifePoint Planning, PLLC (“LPP”) is an SEC-registered Investment Adviser offering advisory services in the United States of America.

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