The LifeWealth Group IMPACT Map: A Path to Financial Confidence

At The LifeWealth Group, centrally located in downtown Winter Garden, Florida, all of the financial services we offer fall under one of the areas of our IMPACT Map process: tax, income, health care and legacy planning.

OUR PROCESS The IMPACT Map: Your road to and through security, success and significance.

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.

Ready to travel the road to retirement confidence?

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Ready to See What Kind of IMPACT We Can Make? Our IMPACT Analyzer is an in-depth financial review that will reveal:

  • Areas where we can help improve your current situation
  • Tax-efficient strategies designed to help protect you in the future
  • Strategies to help your family for generations to come
  • Much more!

Schedule a meeting today to discover the IMPACT we've made for so many just like you!

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.

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

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Tax-Efficient Strategies

We’ll assess your current liability in income taxes, capital gain taxes and estate taxes and develop strategies to minimize what you owe, both during retirement and later, when your wealth is passed on to the next generation.

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Income Planning

We’ll evaluate your current income and expenses to help ensure your money lasts throughout retirement. We’ll also help you manage your Social Security and pensions, while accounting for inflation and other factors.

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Long-Term Health Care

Health care costs can quickly become your largest retirement expenditure. We’ll help you understand your options and create a plan that aligns with your health, budget and retirement goals.

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Legacy Planning

We help you maximize what you leave behind for loved ones. As part of our dedication to creating all-encompassing plans, we’ll also help you to plan for external threats to your future estate.

Planning for Widows & Divorcees

Losing a loved one or moving on from a marriage can be emotionally taxing. We can help you develop sound financial plans and income replacement strategies.

 

Let our IMPACT Map be your guide!

Your route to security, success and significance begins with a FREE, no-obligation meeting.

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For more information about any of our products and services, schedule a complimentary consultation today or register to attend a seminar.

Schedule a Complimentary Conversation

Or give us a call at 407.299.4129.