LifePoint Planning
Finance · Michigan, United States · 1-10 Employees
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Overview
Headquarters
41000 Woodward Ave Ste 350, Bloomfield H...Phone Number
(844) 505-3618Website
www.lifepointplanning.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1
About LifePoint Planning
LifePoint Planning is a certified financial planning firm that specializes in modern retirement planning, tax planning, and income strategies for high-net-worth individuals and families nearing or in retirement. The firm focuses on creating sustainable, tax-efficient distribution strategies and customized investment solutions to address the unique financial challenges faced by its clients. LifePoint Planning employs a transparent flat fee structure, moving away from traditional asset-based fees to ensure clients are not penalized for their success. With a team of highly qualified professionals, the firm emphasizes personalized attention and sophisticated planning tailored to each client's needs.Explore more
LifePoint Planning Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
LifePoint Planning is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
LifePoint Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about LifePoint Planning.
LifePoint Planning Tech Stack
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LifePoint Planning is a certified financial planning firm that specializes in modern retirement planning, tax planning, and income strategies for high-net-worth individuals and families nearing or in retirement. The firm focuses on creating sustainable, tax-efficient distribution strategies and customized investment solutions to address the unique... Read More
