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 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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Average Equity Fund Investor’s Annual Return †
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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
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...
Tax worries? Infrastructure concerns? A Mission Point Timely Update
Tax worries? Infrastructure concerns? Are you tired of hearing about taxes? Me too. But here we are. So let's dive in. So, we've got dueling infrastructure bills, plus a big proposed budget with lots of spending (and higher taxes inside). That's a lot of expensive...
