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The LifeWealth Group Dream Builder Process


All of the financial services we offer fall under one of the areas of our LWG Dream Builder process:
Tax, Income, Health Care and Legacy Planning.

Once we develop your plan, we won’t stop there: We’ll help you implement and manage your plan throughout the entirety of your retirement so that you can focus on what’s most important.

Our Process
LifeWealth Dream Builder Process

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Let's get started; your dream retirement begins here! Schedule a Consultation.

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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.

tax@2x

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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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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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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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.

Your dreamStarts Today

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

Or give us a call at 407.299.4129.

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