The “Mission” in Mission Point Planning an­­­d Retirement

Our team was built to answer the two most fundamental questions that anyone has of our industry: ‘Will I make it?’ and ‘Do I have any financial blind spots?’ When you strip away all of the white noise, at its essence, these are the two most critical and profound questions that anyone has in his/her financial life.

“Question #1 asks, ‘Will I make it?’ In our 20 Plus years of experience, the vast majority of people I’ve met haven’t even defined ‘it,’ so most people don’t have a down payment on a clue whether they’re going to actually make it to all of their financial dreams, goals and aspirations.

So, the first thing our team does is go through a deep discovery process where we help you define everything you’re trying to accomplish in your financial life with a high degree of specificity. We then take everything you’re currently doing financially, lay that on top of your goals and tell you definitively whether you are, in fact, likely going to make it.

If the answer is ‘yes,’ we pat you on the back and say, ‘Congratulations, you’re well on your way.’ If the answer is ‘no,’ or ‘maybe’ (which for us is a no)  we surface the shortfalls and challenges and offer you rational solutions built to get you back on-track.

“Once we’ve answered Question #1, we move to Question #2: ‘Do I have any financial blind spots?’ or ‘Is there anything I’ve overlooked that could do myself, my family or my business harm?’ Because there’s likely nothing sadder in life than marching off toward all of your dreams, goals and aspirations only to get blindsided by something you didn’t anticipate. So, our team does a 360° look at you from a financial perspective, looking for any risk exposure you haven’t uncovered. Once again, if we find something, we’re going to surface the issue and offer you rational solutions meant to close that risk exposure.

“At the end of this exhaustive journey, you will hopefully have answered the two most fundamental and profound questions you’ve ever had of my industry and your financial life, ‘Will I make it?’ and ‘Do I have any financial blind spots?'”

We act as a Retirement CFO for our clients, being a calm steward and providing objective, and unbiased advice on all financial matters pertaining to Retirement Planning and Wealth Protection.

Our true value comes from knowing what really matters to our clients, what really concerns them and we are deeply involved in that. We go beyond the numbers to custom create and implement strategies so our clients can retire confidently, assured their and their families are taken care.


Ultimately, we give clients the ability to answer the question… what would you do if you didn’t have to come to work every day?


Experience the Difference with Mission Point Planning

Our clients come to Mission Point because they are concerned about the following:

1. Jumping off into the deep-end of the retirement pool without knowing when they can’t see the bottom
2. Be able to enjoy their life savings and work, without worrying about running out…
3. Having a guide can anticipate the problems that will come inevitably come along the way and ensure that these are speed bumps—not traffic jams

Why aren’t financial plans created the same way? We think they should be.

Want to find out if “your plan” can survive our MissionPoint Stress Test?

Securities offered through Securities America, Inc. Member FINRA/SIPC. Check the background of your financial professional at FINRA's BrokerCheck. Advisory services offered through Securities America Advisors, Inc. Mission Point Planning and Retirement, and the Securities America Companies are unaffiliated.
Securities America and its representatives, Mission Point Planning and Retirement do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed."


The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on the following objective criteria: Credentialed as an investment advisory representative (IAR) or a registered investment adviser; Actively employed as a credentialed professional in the financial services industry for a minimum of five years; Favorable regulatory and complain history review; Fulfilled their firm review based on internal firm standards; Accepting new clients; One-year client retention rate; Five-year client retention rate; Non-institutionalized discretionary and/or non-discretionary client assets administered; Number of client households served; Educational and professional designations. Wealth managers do not pay a fee to be considered of awarded.


* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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