Silvis Financial, formerly LifePoint Financial Group, is a financial planning and investment advisory firm based in Charlotte, North Carolina. The firm helps individuals and families make informed decisions about their finances and work toward a lifestyle that reflects their priorities, both before and during retirement. Its planning process considers clients’ present 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, consider how current choices may affect future goals, and build a plan. It also assists with establishing investment accounts suited to those goals and selecting appropriate asset allocation strategies. The firm describes its role as a guide, advocate, and cheerleader, with the aim of helping clients create a work-optional lifestyle and spend more time on what they enjoy.