# LIFEPOINT PLANNING

LIFEPOINT PLANNING is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://lifepointplanning.com
- **LinkedIn:** https://www.linkedin.com/company/dougoosterhart

## Regulatory record

- **CRD number:** 296911
- **SEC file number:** 801-131948
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/296911

## About

LIFEPOINT PLANNING is an SEC-registered investment adviser in SCHAUMBURG, IL, registered since 2025. The firm manages $168 million in assets, $159 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## Questions

### What services does LIFEPOINT PLANNING offer to its clients?

LIFEPOINT PLANNING provides financial planning and investment management services, including portfolio management, retirement planning, estate planning, tax optimization, and risk management. The firm tailors these services to each client's specific financial situation and long-term goals. It operates as a comprehensive wealth advisory firm, integrating multiple financial disciplines under one roof.

### Is LIFEPOINT PLANNING a fiduciary?

Yes, LIFEPOINT PLANNING operates under a fiduciary standard, meaning it is legally obligated to put its clients' interests ahead of its own. This commitment guides all investment decisions and financial planning recommendations made by the firm. Fiduciary duty is a key part of the firm's service model and helps build trust with clients.

### How does LIFEPOINT PLANNING integrate estate and tax planning with investment management?

LIFEPOINT PLANNING coordinates with clients' legal and tax advisors (or provides in-house expertise) to align investment strategies with estate plans and tax outcomes. The firm aims to minimize tax liabilities and ensure smooth wealth transfer while maintaining growth objectives. This integration helps clients avoid conflicts between their investment portfolio and broader financial goals.

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Last updated: 2026-06-03T20:00:00.000Z

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