LifePoint Planning

LifePoint Planning is a fee-only financial planning firm headquartered in Michigan, but 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 LifePoint Planning was launched to provide a modern approach and a fresh perspective on what we believe to be an outdated industry.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 success through all market conditions.

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Advisors at this Office

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This Office

41000 Woodward Ave East Bldg Ste 350 Bloomfield Hills, MI 48304-5130 Phone: (517) 604-0229

Primary Office

41000 Woodward Ave East Bldg Ste 350 Bloomfield Hills, MI 48304-5130 Phone: (517) 604-0229