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 straightforward, objective 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 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.
Stay Informed | News You Can Use!
*We promise to keep your email address safe. View our Privacy Policy here
Latest News
Leaping before looking. A FEDS biggest retirement mistake.
Leaping before looking. A Feds biggest retirement mistake. Today, I’ll explain one of the biggest mistakes federal employees make with retirement. Leaping before looking. In my 20 plus year of experience, I find too many feds fixate on their FERS pension as the only...
Willpower alone won’t work. How to really break mad money habits
Getting better with money is also NOT a knowledge problem. But many people believe it is. In James Cleary’s best-selling book, Atomic Habits, he outlines strategies to improve our lives by developing better habits. It’s a small, but powerful book. For me, the basics...
Ice Cream Brain. What ice cream trucks can teach us about investing.
As a father of three little girls, I can certainly relate to the image below. Kids flocking eagerly to the neighborhood ice cream truck, excitedly waiting, hoping their favorite treat is still in stock when it is their turn. The picture from years ago could have been...
