Guiding you on the journey toFinancial Freedom
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 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?
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?
Will your asset mix provide continued growth without exposing you to too much volatility?
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?
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.