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.
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Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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There are a number of ways to withdraw money from a qualified retirement plan.
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How federal estate taxes work, plus estate management documents and tactics.
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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.