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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:
Investments:
- Money Management
- Variable Annuities
- Brokerage Accounts
- Certificates of Deposit
- Educational IRA
- Traditional IRA
- Money Management
- Variable Annuities
- Brokerage Accounts
- Certificates of Deposit
- Educational IRA
- Traditional IRA
Insurance:
- Long-Term Care
- Disability
- Life
- Health
- Estate
- Disability Income
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.
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
- Wills
- Charities
- Heirs
When do you need a will? The answer is easy: right now.
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
- College Planning
- Living Expenses
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
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
- Golden Handcuffs
- Buy/Sell Agreements
- Golden Handcuffs
- Buy/Sell Agreements
How will you weather the ups and downs of the business cycle?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Financial Planning:
Should You Tap Retirement Savings to Fund College?
Three things to consider before dipping into retirement savings to pay for college.
There’s an alarming difference between perception and reality for current and future retirees.
Download Our Free Ebook
If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."