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Mission
To educate and empower clients to live their best lives through financial stewardship. We will also create a customized and enjoyable financial planning experience for clients and their families rooted in integrity, objectivity and professionalism.
Vision
To build a financial planning platform that creates intergenerational transformation in the financial lives of the families we serve. Money should be a resource that allows families to flourish and enjoy their lives rather than create anxiety and division. LifePoint Financial Group will lead the way in providing the tools and mindset to foster the transformation.
Services
Financial planning
At LifePoint we’re passionate about the financial planning process. A financial plan will detangle, organize and synchronize every element of your financial life including income, liabilities, taxes, savings, investments, insurance, pensions, giving, inheritances, social security and estate planning to name a few.
Cash Flow and Debt Analysis
Cash flow analysis is simply looking at the income coming in versus the expenses going out. We’ll look at some different strategies to help manage the amount you’re paying in taxes and the income that you’re bringing home.
Retirement Planning
At LifePoint we’re not just about chasing a net worth figure for retirement. We think it’s important to start by defining what you want your retirement to look like. From there we can make the appropriate investment decisions to create a retirement that's lived on your terms.
Investment Management
As an independent financial advisory firm we have the ability to select investments for clients from an objective perspective without the pressure of sales quotas or the obligation to sell proprietary products. We can focus on serving our clients without outside influence.
Education Planning
The cost of education and the enormous inflation that accompanies it are creating significant hurdles for students and families who desire a college education. Therefore, planning for the costs associated with a college education should begin early.
Insurance and Risk Management
Insurance is an important topic that most people don’t want to think about or talk about but it’s critical that people have the appropriate amount and type of insurance in place to protect what they’ve worked hard for. We can determine if you’re currently carrying too much or too little insurance.
