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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.
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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.
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Latest News
Have you checked out your Spotify Wrapped? How about the same for your finances?
Have you checked out your year-end Spotify Wrapped? How about doing the same for your budget?
Unhappy with your 403(b) and want to move? It may cost you because annuities force you to surrender.
About 76% of assets in 403(b) plans are in annuity-based products. Almost all of those annuities contain surrender charges. So, before investing in one of these annuities it pays to understand how these charges work and what it means for you.
You think the defense of the Detroit Lions is bad? Most people’s personal defense is even worse.
According to the Life Insurance and Market Research Association, only 57% of American adults currently have life insurance! That is down two percentage points from 2018 and a full six points from five years ago. Of those who have life insurance, 32% only own group coverage through their employer or some sort of work. LIMRA estimates that group coverage usually leaves a coverage gap of an average of $225,000.
