Our Approach
Help Protect Your Wealth, Help Secure Your Legacy
At LifePlan & Retirement Services, we take a safety-first approach to help secure your financial future, helping to ensure you receive a steady income and strategic growth with less risk throughout your retirement, regardless of market conditions. With a strong focus on trust, communication, and education, we specialize in teaching you how the world of income-generating investment instruments and strategies can be used to help you meet your current financial needs, achieve your long-term goals, and avoid common retirement-planning mistakes. Our goal is to help you enjoy greater financial stability and the kind of retirement you’ve been dreaming about and deserve!
Your Best Interests Always Come First
Our team is dedicated to helping you navigate retirement with a strategy that prioritizes asset protection and reliable income, tax efficiency, Social Security optimization, estate planning, and preparing for all potential risks and contingencies, such as inflation and rising healthcare costs. Our services include:
- Retirement Planning: We focus on safety-minded interest- and dividend-generating financial strategies designed to generate retirement income without the need for a withdrawal plan that depends on market growth.
- Social Security Optimization: We work with you to make sure you maximize your Social Security benefits and optimize their value by aligning them properly with your other sources of retirement income.
- Tax Planning: We work with you to implement tax-saving strategies designed to help minimize your tax burden in retirement and better ensure that you take full advantage of all potential tax benefits.
- Estate Planning: We’ll help ensure that your wealth is preserved and transferred according to your wishes and in alignment with your retirement income strategy.