At LifePointe, we integrate your financial plan with your life passions & purpose.
Through this approach, our goal is for you to achieve financial success while experiencing a greater sense of fulfillment along the way.
At LifePointe, we actively listen, empathize, and understand your unique circumstances to provide personalized and tailored solutions. Placing your interests first is fundamental to our process in building trust and achieving successful outcomes.
We know you rely on us for guidance and expect us to act in your best interest- we do too. At LifePointe, we demonstrate honesty, transparency, and ethical behavior in all interactions and decisions, maintaining the highest level of integrity.
At LifePointe, we are transparent, open, honest, and straightforward in our interactions with you. While transparency from us is critcal, it is equally important from you. This ensures we can provide the most appropriate advice in your financial journey.
Effective communication is essential for building a strong client-advisor relationship. At LifePointe, we pride ourselves on consistently providing open, timely communication, while tailored to suit your needs.
We possess a strong foundation of knowledge and expertise in areas such as investments, retirement planning, tax strategy, estate planning, risk management, insurance, and other financial areas of concern. Continuous education while staying abreast of industry trends are crucial components for providing accurate advice from us at LifePointe.
The financial industry is ever changing, with new products, technology, and regulations continuously emerging. We are committed to lifelong learning, keeping on top of industry developments that impact you, and adapting strategies to meet your needs as they evolve over time through life transitions and varying market conditions.
Michelle Hauge, CFP®
Senior Finanical Planner
Michael Stafford, CPA, CFP®, PFS
Client Relations Manger
Director of Marketing