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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 *
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20 Year Return on S&P 500 †
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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.
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Latest News
Behind the curve. Grading the TSP on new withdrawal rules
n September 15th, the TSP rolled out their much-anticipated new distributions rules and regulations required by the TSP Modernization act of 2017. With the approval of this law, it finally brought thousands of retired TSP participants relief from the previous stringent withdrawal restrictions.
Fidelity Brokerage Link? Is it right for me?
Should you use Fidelity Brokerage Link? If you work for a local hospital or university such as Beaumont or U of M and have Fidelity as your 403(b) or 457 plan, you may have heard other co-workers brag about their ‘investments.’ ‘Investments’ you’ve never heard of...
The Thrift Savings Plan is cheap, unless you retired.
Is the Thrift Savings Plan actually cheap for retirees? The Thrift Savings plan is rightfully lauded for its great attributes, the extremely low expenses, use of index funds and overall simplicity. These features have contributed to the successful retirement for...
