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Doug Oosterhart

Founder/Financial PlannerLifePoint Planning

Schaumburg, IL

Member Since October 2024

Skills

Leadership & Management
Financial Analysis

About

Doug Oosterhart is the Owner and Financial Planner at LifePoint Planning, an independent financial planning firm serving clients across the United States. With a strong focus on personalized financial strategies, He specializes in CERTIFIED FINANCIAL PLANNER™ services, Efficient Tax Strategies, Retirement Income Planning, Investment Management, and Employer Stock Options. Through LifePoint Planning, Doug is dedicated to helping clients achieve their financial goals confidently and clearly, offering expert guidance on wealth management and retirement planning.

Company details

LifePoint Planning

Company bio

LifePoint Planning, PLLC is a Registered Investment Adviser serving clients across the country. Our focus is retirement planning and wealth management for high net worth individuals and families.

Industry

Wealth Management

Area of focus

Investment Management
Financial Advising & Planning

Company size

2 - 10