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 approach seamlessly integrates many key financial disciplines including: 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 focused on taking as much time as we need to fully educate clients. With boutique firm intimacy we encourage close, ongoing contact with all our clients.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
For homeowners who think their property taxes are too high, there are ways to appeal.
Couples may be able to head off many of the problems in a marriage that money can cause.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Making the most of surprises is a great reason to work with us.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
It's easy to let investments accumulate like old receipts in a junk drawer.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Even low inflation rates can pose a threat to investment returns.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?