Silvis Financial, formerly LifePoint Financial Group, is a registered investment advisor based in Charlotte, North Carolina. The firm helps clients make informed decisions about their finances and work toward a lifestyle that reflects their priorities, both before and during retirement. Its financial planning process considers clients’ current and future goals, which may include retiring or semi-retiring, buying a vacation home, taking a sabbatical, or saving for a child’s education.

Silvis Financial offers comprehensive financial planning and investment management. Using financial planning software, the firm helps clients assess their progress, evaluate how today’s choices may affect future plans, and develop a path toward their financial goals. It also assists with establishing appropriate investment accounts and selecting asset allocation strategies suited to those goals. The firm describes its role as a guide, advocate, and supporter, helping clients work toward greater flexibility and more time for the activities they value. Silvis Financial serves clients in North Carolina, Virginia, Texas, Louisiana, and other jurisdictions where permitted.