Services
The Small Business Owner’s Financial Service Model
How we proactively take action on your plan during the course of a year
As your business grows you want to focus on
- Minimizing the tax burden on your profits
- Maximizing your business and personal cash flow
- Set a plan for Financial Independence
Business Owners Should Have a Financial Plan That Encompasses All Pieces of Their Life
Some of the most important pieces for Lifepoint clients include:
Business & Tax Planning
Budgeting & Spending Plan
Business Structure
Large Purchase Planning
Real Estate Investments
Investment Management
