Curious about Financial Planning with Mission Point?
About Mission Point Planning and Retirement
Our dedicated Financial Advisors serve as personal CFO’s for our clients with a special focus on shepherding clients into, and then through retirement. Our wealth management and retirement boutique focuses exclusively on giving our clients objective, unbiased advice on a variety of financial matters…our true value comes from knowing what really matters to them and being deeply involved in that. We go beyond the numbers and help clients clarify what’s important, simplify their lives and reduce anxiety about money and their future. We take special care to plan for those unforeseen events and circumstances that can side-track even the best laid plans.
Number of Americans Turning 65 Every Day *
%
20 Year Return on S&P 500 †
%
Average Equity Fund Investor’s Annual Return †
This is Mission Point Planning
Hate Waiting for Your Financial Adviser to Call You? Our clients enjoy a culture of proactive advice while our advisers employ the most sophisticated planning tools to adapt to a fluid market. Simply stated….Our success is our clients’ success. And we are serious about that.
Latest News
Mission Point December Newsletter: Tips for business owners, talking with your teen about money and more!
Ellen: “Clark, I think it'd be best if everyone went home... before things get worse.” Clark: “WORSE? How could things get any worse? Take a look around here, Ellen. We're at the threshold of hell.” While the Griswold family struggled mightily with the holiday hustle...
read more
Are Volatile Stock Markets Good for Investors?
When the ups and downs of stock markets leave you stressed and wondering whether stocks really will help you pursue your long-term financial goals, there are two things to remember: Historically, over long periods, stocks have tended to move higher. For instance, at...
read more
Happy Thanksgiving!
At this time of year we are all reminded to give thanks with an open heart. Thanksgiving is a celebration of our great nation and the many blessings that occur when people unite together in the spirit of communication. As you’re gathered around the table this year,...
read more