Guiding you on the journey toFinancial Freedom

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Who We Are

Here at The LifeWealth Group, we are a family. It is a part of our vision to help our clients feel they are a part of something empowering. As independent financial advisors centrally located in downtown Winter Garden, Florida, we can be objective and focused on the process rather than the products. We offer a unique approach that is comprehensive by working with every aspect of “LifeWealth.”

Our services are designed to identify and meet your specific needs. Our key drivers are to help maximize your security, success and significance. The entire team works together to add value to the process so you get to experience attentive and well-rounded service: The “LifeWealth” way.

Our
Mission

For the glory of God, we inspire clients to maximize their LifeWealth and see more dreams come true while enjoying an abundant life.

Meet the
Team

Our retirement professionals can create a plan designed to help you discover your retirement dreams and make them a reality.

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Are you paying too much in taxes in retirement?

This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:
  • The different types of retirement accounts
  • Why tax laws are ever-changing
  • Options for tax deductions in retirement

Our Process
LifeWealth
Builder Process

Our holistic retirement planning process helps you create financial freedom in a variety of ways, including:

  • Tax-efficient strategies

  • Income planning

  • And much more!

  • Long-term health care

  • Legacy planning

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Helping retirees and pre-retirees in Central Florida build dreams and retirement futures for over 24 years.