We are Independent!!!

We are a local Independent Financial Services Firm, and have access to 100's of investment managers and insurance carriers. Our responsibility to our clients is to ensure they have the right coverage for their unique needs at a resonable price. 

Why work with an Independent Financial Services Firm? 

     You want a highly trained professional who will work hard to assess your individual or business needs. 

                   - Many of our advisors have advanced designations and decades of experience. Due to the complexities of the financial world we live in, most of our clients work with multiple members of our firm. This allows them to have the experts they need to accomplish their goals. 

     You want someone who can offer you excellent service and the best protection at a competitive price. 

                   - Our advisors can offer you a choice of insurance plans and carriers that best meet your needs and budget since we are not limited to just one insurance carrier. 

     You want someone who can provide solutions to meeting your investing needs and goals. 

                   - Our advisors have the ability to help clients from the accumulation of assets years to providing expertise on the strategies available to allow your assets to outlive you. 

     You want someone local. 

                    - LifePoint Group is locally owned and in your community. We will be there when you need us most.