Whom We Serve

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Whom We Serve

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Federal and Postal Employees

Finally, a financial planning and retirement firm created to serve you…the Federal Employee.

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You’ve come to the right place. With years of experience working with both Federal and Postal employees, our skilled and educated team has the experience to guide you through all the phases of your federal career and into retirement. We provide unbiased advice on the following topics and more…[/vc_column_text][ultimate_spacer height=”15″ height_on_tabs=”10″ height_on_mob=”0″][vc_row_inner][vc_column_inner width=”1/3″][vc_column_text]

  • CSRS and FERS Pension Projection
  • Survivorship Planning for Pensions

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  • Thrift Savings Plan Asset Allocation and Advice
  • Federal Employee Group Life Insurance (FEGLI)

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  • Social Security Review
  • Federal Long Term Care Program 2.0

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As a federal employee, your benefits are robust, but complicated.

Don’t go it alone. Allow us to guide you through the maze of decisions so you can set a course for your financial future.

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Families & Retiree’s

A sound financial plan is your GPS to financial security.

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Now, time of changed.  It’s up to families acting CEO’s of their own future by  saving and budgeting their way into financial independence and retirement.  As our client’s CFOs we provide unbiased advice on the following concerns.[/vc_column_text][ultimate_spacer height=”15″ height_on_tabs=”10″ height_on_mob=”0″][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text]

Pre-Retirement?

  • How much do I need to save for retirement?
  • Are my assets properly invested and allocated?
  • Am I being efficient with my current cash flow?
  • What happens to my plans and my family if I die?
  • How do I minimize taxes in my investment?

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Post Retirement

  • How do I know I won’t run out of money?
  • Am I protected against a market downturn?
  • What is the best way to claim Social Security?
  • What happens if I need long term care?
  • How will my assets pass to my heirs when I die?

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Don’t go it alone.

Allow us to guide you through the maze of decisions so you can set a course for your financial future.

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Small Business Owners

Tired of not only being the Owner, the Customer Service Agent, the head of HR, the VP of sales, and now…Financial Planner?

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If you’ve wanted to do more but haven’t been able to…you’ve come to the right place.  We specialize in consulting small businesses and HR professionals by providing unbiased advice on the following topics and more…[/vc_column_text][ultimate_spacer height=”15″ height_on_tabs=”10″ height_on_mob=”0″][vc_column_text]

  • 401K and Retirement Plan Design, review and Implementation
  • Business Continuation Planning including Buy/Sell Agreements
  • Group Life and Disability Insurance
  • Employee Educational Workshops Program

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As a business owner, you have a lot on your plate.

Let us lighten your load so you can do what you do best…growing your company!

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Securities, financial planning 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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