FINANCIAL PLANNING FOR
Business Owners
Manage Cashflow | Reduce Taxes | Plan for Financial Independence
Our calls are relaxed and pressure free. Guaranteed.
Why Business Owners Come to
Lifepoint Financial Design
Being a business owner is like a having a 1000 piece puzzle set. But without the picture for guidance. They want an advisor who can help provide a picture for success.
- Specializes in advising business owners specifically
- Makes recommendations that maximizes both the business and their personal lives
- Can help them achieve a work optional lifestyle through financial independence
We are Your Personal & Professional CFO
We Help you focus on the big picture by implementing the right financial strategies at the right timing to help you benefit personally from your business.
Tax Strategy
Business Profit Analysis
Invest Wisely
About
Lifepoint Financial Design
Lifepoint Financial Design is 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 client’s 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.
As your financial partner, my goal is to give you the financial confidence to focus on what you enjoy most!
Who We Are
Fiduciary
We are legally obligated to make recommendations that are in your best interest, not ours!
CFP®
Only 25% of U.S. Financial Advisors are CERTIFIED FINANCIAL PLANNERS™ (CFP®)
*Source: www.cfp.net
FEE Only
We provide tailored comprehensive financial planning without commissions
Listen to Lifepoint’s Founder, Mike Metzger, on his Podcast
Entrepreneur Strategies; How to Scale Your Wealth, Health,
and Family Well-Being
