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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
Trump or Biden? Buy or Sell? Don’t forget about special webinar on October 20th at noon!
BIASED! How Behavioral Finance Impacts Investors and Investments next week October 20th, from Noon to 1:15pm. Imagine meeting me in January 2020 and I predicted the following for the markets. “I’m really worried. I believe 2020 will be the year we are hit with a...
The Roth TSP: Why isn’t it more popular?
Why isn’t the Roth TSP more popular? As of June 2020, there were 3,569,305 FERS participants in the Thrift Savings Plan. However, only 666,175 people actually had money in the Roth TSP— only about 18% of all folks enrolled in the plan! Additionally, the average Roth...
Summary of the New Thrift Savings Plan Distribution Regulations
New Thrift Savings Plan Distribution Regulations Starting in September of 2019 year, OPM unveiled its New TSP distribution regulations as mandated by the TSP Modernization Act of 2017. These rules new regulations are a long time coming and will provide many retiree’s...