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?

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