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Tax planning shouldn’t be a rearview mirror experience.

That's where we come in.

Our job is to help you understand what's possible.

Most tax planning is actually just tax preparation—looking back at what has already happened. At LifePoint, we provide forward-looking tax scenarios to help minimize your lifetime tax bill and protect your portfolio and income from unnecessary drag.

Your tax strategy can have a significant influence on your overall plan.

We don’t guess. We perform a line-by-line analysis of your recent tax returns to find missed opportunities. From Social Security "tax torpedo" mitigation to capital gains harvesting, we turn your data into a proactive strategy for the future.

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Doug Oosterhart, CEO and CERTIFIED FINANCIAL PLANNER™

Stop tipping the IRS.

Find out how much you could save by getting a free second opinion below.

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

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