Lifepoint Financial Design

Lifepoint Financial Design is a fee-only comprehensive financial planning and management firm working with small business owners. We help clients looking to achieve financial independence with income supplementation, so that they can exit their business on THEIR terms.

The services provided by Lifepoint Financial Design include, but are not limited to; cash flow and debt management, business profitability analysis, business entity structure guidance, proactive tax planning, investment management, real estate investment guidance and analysis, goal funding, estate planning and retirement planning.

We work with clients on an ongoing basis and think of our firm as your personal and professional CFO. We are fiduciaries and do everything in the best interest of our clients. This means we do not sell commissionable products, and we refer out to professional trusted contacts to handle any insurance gap needs. Our obligation is to help our client's design a path to their life’s goals.