Live in the Moment…Plan for the Future!
At LifePoint Wealth Management, Inc. we recognize that every client is different. Our Family Office processes are designed to take a comprehensive objective look at your current financial situation and develop a plan based on solid investment principles resulting in a strategy that is uniquely yours. Managing wealth requires strategies that go beyond mere performance. Our Family Office team at LifePoint Wealth Management, Inc. uses a comprehensive holistic, goals oriented approach to investing. Our commitment seamlessly integrates a confluence of key financial disciplines: Financial Planning, Investment Counseling, Estate and Trust Planning, Tax Planning, Risk Management and Asset Protection, Personal Wealth Management and Philanthropic Contributions.
We have heavily invested in cutting edge, forward thinking technology to enhance the services that our Family Office provides to our clients, their business, their family and their philanthropic wishes. Rod believes in utilizing state-of-the-art technology to streamline the efficiency of his office, his team of specialists and his clients. Definitely not your typical office, LifePoint Wealth Management, Inc. presents an atmosphere of luxury and comfort for every client to enjoy.
LifePoint Wealth Management, Inc. believes in a client-centric environment focusing on taking as much time as needed to fully educate clients. With boutique firm intimacy we encourage close ongoing contact with all our clients.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The market is as unpredictable as the weather. We’d love to help you prepare.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There’s an alarming difference between perception and reality for current and future retirees.
Understanding the cycle of investing may help you avoid easy pitfalls.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Do you have causes that you want to support with donations? Here are three tips.