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
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 percentage-based fees, ensuring clients receive personalized attention without being penalized for their financial success. The team consists of highly qualified professionals, including CFPs, dedicated to providing sophisticated planning and proactive tax strategies.Explore more
LifePoint Planning Org Chart
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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
