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.
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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 March Newsletter: Madness in March? Not for the market.
While we’re told to beware the ides of March, around our office we look forward to this time of year. Our staff has two proud Spartans who fully embrace the ‘madness’ of this month, while our youngest advisor cheers on his beloved Golden Grizzlies – not exactly a...
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Why getting a big, fat tax refund check is actually a bad thing
In 2018, the average American received a tax refund of $2,727.That’s great right? An extra three grand in everyone’s pocket is certainly better than the alternative, allowing for bills to be paid, an upgrade to the kitchen, new shoes for the kids, and maybe even a...
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Would you rather work on your finances or sit at the DMV? Sadly, a third of the U.S. chooses the latter.
Talking with a friend this week over dinner, he mentioned that he had been faced to overcome a major fear earlier that afternoon. The way my friend retold the harrowing tale, you would’ve thought he had dealt with a phobia like walking through a pit of snakes or...
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