Curious about Financial Planning with Mission Point?
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 *
%
20 Year Return on S&P 500 †
%
Average Equity Fund Investor’s Annual Return †
Want to take the next step?
Start here and experience the difference.
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.
Stay Informed | News You Can Use!
*We promise to keep your email address safe. View our Privacy Policy here
Latest News
Becoming a TSP Millionaire isn’t as hard as you think. It is much, much harder.
Becoming a TSP Millionaire isn’t as hard as you think. It is much, much harder. The news has come out recently that number of TSP Millionaires just reached a record high! As of December of 2023, a total of 116,827 people had reached that magical threshold. You might...
The Road to being a TSP Millionaire: Staying Calm
The Road to being a TSP Millionaire: Staying Calm The news has come out recently that number of TSP Millionaires just reached a record high! As of December of 2023, a total of 116,827 people had reached that magical threshold. You might be wondering, how in the world...
You play poker. You don’t play the market.
You play poker. You don’t play the market. I came across the headline below and alternated between laughing and crying. CNBC, one of THE leading financial news media outlets, is touting a ‘potential strategy’ that seems to appeal to the gambler in us. With...