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About Mission Point Planning and Retirement
Our dedicated Financial Professionals 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 straightforward, independent 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 †
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Our clients enjoy a culture of proactive advice while our team 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
Bumped Up. How misunderstanding tax brackets can cost you.
Bumped Up. Misunderstanding tax brackets can cost you. “Oh great, I got a bonus this year and now I’m up in a higher tax bracket. Most of my bonus is going to taxes!” If I had a quarter for every time, I heard about someone complain about being ‘bumped up’ into...
There is always a reason to sell.
There is always a reason to sell. It’s official, the SP500 is now in bear market territory. Just like last time, and the time before, and the time before that. What’s driving this? The stubbornly high inflation and the aggressive response for the Federal reserve to...
What happens when the TORTOISE and the HARE both run out of gas?
What happens when the TORTOISE and the HARE both run out of gas? Perspectives on Today’s Bond market and the classic 60/40 portfolio The current market environment is still challenging. Isn’t it irritating how financial advisors describe a tanking market as...
