Guiding You to Your Financial Landing Point

Embark on a personalized financial journey with our comprehensive financial planning, tax preparation, and small business services.

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Who We serve
Helping you
grow and succeed

We work with clients who desire a holistic approach to financial planning and a clearer view of their financial picture. From retirement planning and small business strategy to tax optimization, our goal is to provide guidance that truly benefits and empowers our clients.

Pre-Retirees

Pre-Retirees

Planning for retirement is crucial as your decisions set the stage for what your retirement will look like. We help analyze and plan to make sure your destination is one of your own choosing. From building savings strategies with retirement income taxes in mind to effectively growing your nest egg to support your retirement lifestyle. We are with you each step of the way.

Retirees

Retirees

Congratulations on making it to retirement! Even now, planning is key. We guide our clients through retirement income, taxes, healthcare, and legacy planning, using strategies that help reduce taxes and ensure your time and resources are spent on what matters most to you.

Small Business Owners

Small Business Owners

Running a small business comes with its unique financial challenges. Our expertise in small business services includes business valuation, succession planning, acquisition planning, cash flow management, and guidance on creating balance sheets and financial statements. We are dedicated to helping your business thrive financially while you focus on its growth and success.

what we do
Solutions
for every need

Comprehensive Financial Planning

We start by creating your very own personalized roadmap detailing what you are looking to accomplish. From there we work through the 5 Foundations of Financial Planning to ensure that everything from your investments to your taxes are positioned appropriately for your desired destination.

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Tax Preparation

Our tax preparation service has one key objective. To minimize the effect of taxes and allow you to keep more of your hard earned money. Ever wonder if you are paying too much in taxes? Find out by allowing us to review and prepare your 2025 tax return.

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Small Business Services

Grow your business with our support. We are here to help with bookkeeping, financial statements, payroll services, and guidance for managing your business's financial health; and more.

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FAQs

What does "Landing Point" mean?

Answer:

Our name represents reaching a point of clarity, confidence, and direction within your financial life. We want to help you land securely where you want to be, knowing you have a trusted team guiding you every step of the way.

Is LPFG a fiduciary?

Answer:

Yes. Landing Point Financial Group operates as a fiduciary, meaning we are legally and ethically obligated to act in your best interest at all times. Our advice is fully independent, transparent, and based solely on what best supports your financial goals.

How is Landing Point different than other advisors?

Answer:

We take a comprehensive approach by looking at your entire financial picture, not just your investments. Our team integrates cash flow, investments, estate planning, insurance, and taxes into one coordinated plan built around your goals. We make sure to revisit these topics at specific times to ensure nothing falls through the cracks.


We also have a team of tax professionals ready to handle your personal tax return which means we truly are a one stop shop.

How Do I Get Started With LPFG?

Answer:

Getting started is simple, click on the "reach out" button at the bottom of your screen and a member of our team will reach out to learn more.


Click on our service pages to see the exact process we will walk you through.


What is your fee structure?

Answer:

We believe the best relationships are built on trust, which is why we keep our fees simple and transparent. We charge either a flat percentage for the assets that we manage for you or a straightforward flat dollar amount.

Why does it make sense to have financial planning as well as my tax return prepared in the same place?

Answer:

By preparing your tax return in-house, we can spot opportunities in real time, such as tax-loss harvesting, Roth conversions, or deduction strategies, and implement them proactively, not after the fact. This integrated approach helps you save time, reduce taxes, and make smarter financial decisions year-round.

Do I have to be local to work with you?

Answer:

Not at all. While our office is based in Avon, OH, our team works with clients all across the United States. Our clients further away receive the same great service as those nearby and we utilize virtual meetings to stay connected.

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Ready To Start Your Journey?

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