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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.
Number of Americans Turning 65 Every Day *
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20 Year Return on S&P 500 †
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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
Replay Available: Rising Health Care Costs, Medicare and You
Approaching 65 and want to know more about Medicare? Confused by all of your choices? Overwhelmed at the opinions on what you should do? You are not alone. Out of control health care expenses can derail a happy retirement. Choosing and structuring your health plan...
Is FEGLI boiling you alive? Lessons from the ‘Boiling Frog’ on making smarter insurance decisions.
The boiling frog is a fable describing a frog being slowly boiled alive. All gore aside, the premise is that if a frog is put suddenly into boiling water, it will jump out. However, if the frog is put in room temp water which is then brought to a boil slowly, the...
Rooting for a Happy Ending: Covid-19 Economic Update Webinar Replay Available
Three months ago, COVID-19 was an internet meme poking fun at a specific Mexican beer. One month later it evolved into the biggest economic and health crisis this country has faced in decades. Today—as the virus and our economic conditions have further changed it...
