Doug Oosterhart, CFP® - LifePoint Planning

Most retirement advice is generic. The decisions that actually matter, when to claim Social Security, how much to convert to Roth, which accounts to draw from first, how to stay tax-efficient through your 60s and 70s, deserve real planning.

I’m Doug Oosterhart, CFP® and founder of LifePoint Planning. We’re a flat-fee fiduciary firm serving pre-retirees and retirees with $2M+ in assets. On this channel I share the same planning frameworks we use with clients: Roth conversion strategy, IRMAA awareness, asset location, Social Security optimization, tax-smart withdrawals, and the behavioral coaching that keeps good plans on track.

If you want to retire intentionally, subscribe and stick around.


📍www.lifepointplanning.com


📅 Book a meeting with our team: https://lppintro.apptoto.com/