LifePoint Planning
Investment Management • 
Schaumburg, Illinois, United States • 1-10 Employees
Company overview
| Headquarters | 1821 Walden Office Sq, Ste 400, Schaumburg, Illinois 60173, US |
| Phone number | +18445053618 |
| Website | |
| NAICS | 5231 |
| Keywords | Investment Advice, Retirement Planning, Financial Planning, Estate Planning, Tax Strategies |
| Employees | 1-10 |
| Socials |
Key Contact at LifePoint Planning
Doug Oosterhart
Founder/Financial Planner
LifePoint Planning Email Formats
LifePoint Planning uses 2 email formats. The most common is {first initial} (e.g., j@lifepointplanning.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@lifepointplanning.com | 66.7% |
{first name} | john@lifepointplanning.com | 33.3% |
About LifePoint Planning
LifePoint Planning is an SEC Registered Investment Adviser serving clients across the country. Our focus is retirement planning and wealth management for high net worth individuals and families. Free Retirement Guide --> https://bit.ly/LPP-Ret-Guide
LifePoint Planning revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
LifePoint Planning has never raised funding before.
LifePoint Planning Tech Stack
Discover the technologies and tools that power LifePoint Planning's digital infrastructure, from frameworks to analytics platforms.
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