Lifepoint Financial Design – LifePoint Financial Services – Mike Metzger Financial Planning


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

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

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