is a fee-only financial planning firm serving clients across the United States. We
specialize in retirement planning and investment management for professionals
who are currently retired or want to know if they have the capability to retire
someday. We currently serve clients across the country using a robust
technology suite of different tools. LifePoint Planning was launched to provide a modern
approach and a fresh perspective on what we believe to be an outdated industry.
We are fans of
low-cost, globally diversified portfolios that are in line with our main goal:
clarifying our clients' goals to ensure the highest chance of success. Our
process helps our clients avoid big mistakes that are common amongst all
investors. We constantly coach our clients on proper investor behavior to build
a plan that remains successful through all market conditions.
Advisors at this Office