Raising a family? Empty nester? Retirement? Our planning strategies are tailored for every stage of life.
Truly independent advice customized to meet your goals.
Committed to your success with a disciplined and structured approach.
Ensure your family’s legacy through our broad spectrum of insurance solutions.
The advisors of Lifepoint Financial Solutions can help you with a wide variety of your financial planning needs. They can help you make informed decisions regarding many of your financial concerns including retirement planning, investing in stocks, bonds and mutual funds as well as life and long-term care insurance. Dedication to service is what helps to differentiate our advisors from other brokers or financial planners. As independent financial planners, we are able to offer objective advice and pride ourselves on the service we give our clients.
If you have already signed up for CIRStatements, you can access your account by clicking here.
If you are a current client and would like to access your account online through CIRStatements, contact your representative for the temporary password to register. * Clients with only fixed annuities or insurance products will not be able to obtain access through this service.
Lifepoint Financial Solutions was founded by Steve Seward, CFP®, MSFS, CFS®, CES, RICP® with the goal of assisting our clients in every aspect of their financial lives, and specializing in retirement income planning. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry.
As independent advisors, we have a wide variety of investment products available to meet your specific needs. See Our Services page for more information about the types of investments and planning that we offer.
At Lifepoint Financial Solutions, we have over 75 years of combined experience in the financial services industry. We pride ourselves on being able to provide our clients with the most up to date and relevant financial services and products available.
