
Financial Advisor
I’m passionate about real estate and own rentals in multiple states. Appreciate the financial strategies and passive/active income that makes real estate such a valuable asset class. I would like to add to the creation of diversified income strategies through rentals and exploring short-term rentals, like Airbnb etc. As the Founder of Lifepoint Financial Design, I’m a forward-thinking CERTIFIED FINANCIAL PLANNER™ who specializes in high-income earning professionals and entrepreneurs, primarily Realtors®, who embrace bold and visionary plans to live a rich, rewarding life both now..and in retirement. I am looking to help real estate agents and investors with financial planning strategies that INCLUDES their real estate investments. Real estate is a valuable assets class and I help agents and investors financially plan to meet their life goals. Website: https://www.lifepointfd.com/real-estate-financial-planning
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