Broker Check

Strategic Alliances

As a LifePoint Management, Inc. client, we extend our network of professionals to you. You will have access to our internal professionals, as well as our group of outside specialists. We act as an exchange for our clients by connecting them to like-minded individuals upon request.

This exclusive team of specialists includes:

  • Attorneys (Estate, Tax, Litigation, Family, Divorce etc.)
  • Trust Administrators
  • Accountants (CPA's, Tax Preparers)
  • Investment Managers
  • Charitable Gift Planners
  • Bank Officer/Private Banker (Loan and Lease Specialist)
  • Insurance Professionals
  • Trust & Fiduciary Specialists
  • Real Estate Agents
  • Health Care Specialists
  • Compliance Specialists
  • Mortgage Specialists (Title Officers, Escrow Officer, Loan Officer)
  • Business Evaluation Specialists
  • Credit Restoration Specialists
  • Luxury Collectibles Specialists

Navigating Through Life to Help You Succeed

Why Do I Need A Financial Advocate?