Our clients engage LPFP for a variety of reasons including addressing very specific issues, preparing a comprehensive financial plan and/or advising them on their investment portfolios. Our financial plans include specific recommendations together with detailed steps for implementation.
For those clients desiring an investment professional to oversee their portfolio, we offer discretionary investment management services,
If your needs require the extended services of insurance professionals, estate lawyers or tax accountants, LongPoint Financial Planning will work with your specialists or, if need be, we will recommend someone for you to go to for that support.
The benefit of fee-only, hourly financial planning is that you pay just for the time we work with you or for you.
LongPoint Financial Planning offers two primary services:
- Financial Planning
- Investment Management
LongPoint Financial Planning, LLC. 
