Work With Us
Comprehensive Financial Planning Designed For Business Owners
Below are some reasons why working with us is your best bet!
As a business owner, your challenges are unique to you and your business. So, you need a financial plan that’s specific to your needs. Our annual service calendar includes proactive and timely financial planning objectives that help keep you on track with your financial goals.
We strategically meet at least 3x a year and adjust as life ebbs and flows.
Many business owners are pulled in hundreds of directions. The time and energy demand can make it seem impossible to create a successful plan.
We act as your accountability partner and help ensure that you are moving your financial plan forward.
When you have the right partner guiding you, you can’t help but be successful!
Lifepoint Financial Design understands business owners have needs that go beyond investment management.
We provide comprehensive services through strategic partnerships, so that all of your financial needs are met.
Comprehensive Financial Planning
Investment Management
Tax Planning and Preparation
Lifepoint offers strategic tax planning and projections to help you keep more of your money. Through partnerships, Lifepoint offers tax return services to implement wealth strategies.
Estate Plan Creation
Lifepoint offers estate document drafting services from Encore Estate Plans® for financial planning clients.
Create customized estate documents including your last will & testament, trust, power of attorney, healthcare directives, business assignments, and deed properties into your LLC.