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 *
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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 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
More spending must equal higher taxes? Right?
More spending must equal higher taxes? Right? That seems likely with a $2 trillion American Jobs Plan (that could eventually cost trillions more) on the table to bolster America’s crumbling infrastructure and invest in R&D.1 What could those tax hikes look like?...
Replay Available! Traveling in 2021? with Scott Hunter the Traveling Man.
Traveling in 2021? Know before you go! Special Webinar with Scott Hunter the Traveling Man. Our most recent interview with Scott Hunter ‘The Traveling Man’ is now published for your viewing. In this wide ranging interview, I left my financial advisors hat at home and...
American Rescue Plan Act of 2021 (what’s inside)
So, the next (final?) round of stimulus was passed by the House after being modified in the Senate. Today (March 11th) President Biden has signed the American Rescue Plan Act of 2021 into law. Let’s dive in. The $1.9 trillion bill called the American Rescue Plan Act...