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Mike Metzger (CFP®, CRPS)

Mike Metzger focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Real Estate Investments
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

I’m the Founder and CFP®? of Lifepoint Financial Design, a comprehensive financial planning firm for small business owners looking to create financial independence. With a heavy focus on financial and tax strategies, I act as my clients' personal and business CFO to optimize their unique financial aspirations.

Having helped hundreds of individuals, I bring a financial planning slant to working with business owners, in addition to any investment management. As a business owner myself, I also understand that you don’t want to become a slave to your own creation. I’m a huge proponent of creating financial independence so that one day you can supplement your business income and exit your business on YOUR terms. And without worry.

Services provided, but not limited to:

  • Cash flow/budgeting
  • Large purchase planning
  • Benefits Review
  • Retirement Plan Creation/Monitoring
  • Tax Planning
  • Entity Structure Analysis
  • Estate Planning
  • Real Estate Investment Analysis
  • Financial Independence Planning
  • Investment Management

As your financial partner, my goal is to give you the financial confidence to focus on what you enjoy most! I work with small business owner clients around the country virtually for their convenience.

I live in Salt Lake City with my wife, 2 year old son, and German Short-haired Pointer. I live for the outdoors and I’m always up for a trail running adventure, hiking/snow shoeing, or a day on the slopes!

Additional Information

In addition to NAPFA, I am also a member of the Fee-Only Network, XY Planning Network, and Financial Planning Association. Like NAPFA, these organizations are striving to promote fee-only financial advice and the fiduciary standard - the highest standard of care in the financial industry.

NAPFA Start Date

July 18, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

350 E 400 S Salt Lake City, UT 84111 Phone: (805) 234-7288
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