We Build Retirement Plans
You wouldn’t consider building your dream home without first having a detailed blueprint – a plan. We believe it is equally important to create a comprehensive retirement plan before you start investing your money or buying financial products. We call our financial blueprint, the LifePlan MapTM.
Your LifePlan Map will address the five core areas of planning that we focus on: creating income, growing investments, minimizing tax and financial risk, cost-effective healthcare solutions, and passing on your legacy efficiently.
Our advisors, Ken and Alex, are investment advisors and insurance licensed enabling them to build and implement financial plans appropriate to each client’s needs and risk tolerance. LifePlan Group owned and operated a tax practice for five years, and continues to incorporate tax strategies for each client. We partner closely with local estate attorneys and CPA’s and utilize selective institutional investment platforms to provide cost-effective solutions and service to our clients.
Using our proprietary interactive planning software, clients can ask “what if” questions and visually see the financial impact of various decisions they face. Imagine “seeing” the pros and cons of when you might start your social security benefits, or which pension option is best for you. This personalized planning process culminates in the presentation of your unique, leather-bound LifePlan Map, featuring a year by year road map for your retirement.
Problems We Solve
Prospective clients reach out to us with these common challenges and problems:
Will I run out of money in retirement?
Do I have enough to enjoy a comfortable retirement?
Will I be able to afford the healthcare I need, when I need it?
Am I receiving proactive income tax advice and strategies?
Have I made wise financial decisions that will take care of my family?