Broker Check
  • 21250 Hawthorne Blvd • Suite 360
  • Torrance CA 90503
  • Main: 310.574.2244

Our Services

 

LifePoint Wealth Management, Inc. is a financial services firm that offers a vast array of investment and planning solutions. The team at LifePoint Wealth Management, Inc. provides a number of encompassing services, which include but are not limited to:

Retirement:

  • Employer Plans
  • IRAs
  • Annuities
  • Pensions
  • Roth IRA
Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

  • SEP IRA
  • Simple IRA
  • Income/Expense projections
  • Investments
  • Social Security
Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Investments:

  • Money Management
  • Variable Annuities
  • Brokerage Accounts
  • Certificates of Deposit
  • Educational IRA
  • Traditional IRA
What Smart Investors Know

Smart investors take the time to separate emotion from fact.

  • Total Portfolios
  • Low-Correlation Strategies
  • Alternative Investments
  • Real Estate Investment Trusts, Stocks, Bonds, Mutual Funds
  • Government Securities, Treasury Notes & Bills
Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Insurance:

  • Long-Term Care
  • Disability
  • Life
Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

  • Health
  • Estate
  • Disability Income
The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

Estate Plans:

  • Trusts
  • Insurance
  • Taxes
When Do You Need a Will?

When do you need a will? The answer is easy: right now.

  • Wills
  • Charities
  • Heirs
Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Assistance to Parents/Children:

  • Medicare Planning
  • Retirement Expenses
  • Healthcare Costs
What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

  • College Planning
  • Living Expenses
Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Business Consulting:

  • Business Planning
  • Key Man Policies
The Business Cycle

How will you weather the ups and downs of the business cycle?

  • Golden Handcuffs
  • Buy/Sell Agreements
The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Financial Planning:

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.