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.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
It sounds simple, but paying yourself first can really pay off.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Earnings season can move markets. What is it and why is it important?
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Here are five facts about Social Security that might surprise you.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What if instead of buying that vacation home, you invested the money?
Even low inflation rates can pose a threat to investment returns.
What does your home really cost?
What are your options for investing in emerging markets?