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.

OUR IMPACT MAP PROCESS To Make a Bigger IMPACT, You Need a Better Map

Our forward-looking IMPACT Map process will help steer you along the road of security, success and significance through:

IDENTIFY PROBABILITY OF SUCCESS

Is your financial strategy likely to help you live the retirement you've always envisioned?

MINIMIZE RISK

Are you taking the appropriate amount of risk for your personality, preservation and strategy?

PROACTIVE TAX STRATEGIES

Are proactive tax strategies in place to help preserve what you worked so hard to accumulate?

ASSET MIX

Will your asset mix provide continued growth without exposing you to too much volatility?

CUT COSTS

Are there areas where you can reduce expenses or eliminate fees to help stretch your savings?

TRANSFERS OF WEALTH

Have you established a legacy plan to help take care of your loved ones?

CLIENT EXPERIENCE

How can we work to exceed your expectations?

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

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