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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 teams 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
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Knowing when to hold them and when to fold them.
Knowing when to hold them and when to fold them. According to the iconic Kenny Rogers song, the key to gambling is knowing when to hold’em and when to fold’em. When to stay the course, and when to make a change. I hear this song in my head each time stock market goes...
