What’s on our mind


“An investment in knowledge, pays the best interest.”

Ben Franklin

When it comes to financial matters, opinions often masquerade as facts.  That’s a dangerous thing.

Our biggest value is helping clients cut out the noise, clarify what it is truly important in their lives, and create a plan that works for them.

Tony

Tony

“Making a difference and being a positive force in peoples lives in the only thing that matters, to me, our team and this firm. When it comes to financial matters, opinions often masquerade as facts. That’s a dangerous thing. Our biggest value is helping clients cut...

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Divyesh

Divyesh

“I truly value being able to offer unbiased and unparalleled advice to my clients to help provide financial peace of mind. Having an impartial approach is paramount to ensuring they can reach their objectives. I want those I work with to be able to have sustained...

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Kariann

Kariann

My loving husband Dave once told me, “Great things never come from comfort zones.” I think of this often when I am aiding the growth and embarking on new challenges in my role at Mission Point. I enjoy getting the chance to serve every need of our clients and helping...

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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Check the background of your financial professional at FINRA's BrokerCheck. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MI, CA, NH, NE, TX, MS.
LPL Financial and its representatives, Mission Point Planning and Retirement do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed."


* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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