Lead Point Financial is a retirement planning firm based in Louisville, Kentucky. The company describes its team as retirement specialists with decades of experience helping clients prepare for the transition from working to retirement. Its approach focuses on developing strategies for dependable retirement income, reducing retirement tax burdens, and directing estate assets to clients’ chosen beneficiaries as efficiently as possible.

Lead Point Financial helps clients assess their retirement savings and consider a personalized “Retirement Glide Path,” using the idea of an aircraft’s planned landing to explain a smoother transition into retirement. The firm also highlights potential tax and rule changes affecting accounts such as 401(k)s, 403(b)s, 457 plans, Traditional IRAs, SEP IRAs, and SIMPLE IRAs, and offers guidance for navigating these considerations.

Prospective clients can request a complimentary consultation by phone, video conference, or in person. The firm is located at 714 Lyndon Lane, Suite 11, in Louisville, and is open Monday through Friday, with Saturday appointments available.