You may have a clear picture of what you want your retirement to look like, but are you prepared for any detours that could derail your retirement plans? As Independent Advisors, we work for you, and nobody else. That means we're objective and selective, offering only those investment products and services we believe are best suited to help meet your financial goals.
We put integrity and trust above all else, and always put our clients' interests first. Our only goal is to help you meet your goals. We want to do more than help you come up with a retirement plan-we want to help you implement it from beginning to end. We want to become your partners for a lifetime.
We put integrity and trust above all else, and always put our clients' interests first. Our only goal is to help you meet your goals. We want to do more than help you come up with a retirement plan-we want to help you implement it from beginning to end. We want to become your partners for a lifetime.
Services
Who We Are
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As a team of experienced financial professionals working with families and small business owners, we are dedicated to working with you to help you make wise financial decisions and live generously. Our clients hire us to champion- or rather fight- for their future because whether they integrate new cash flow management strategies, review insurance coverage or build savings/investment strategies for a financial goal, it's all for their future.
Our Services
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At Lifetime Retirement Partners, we don't offer preset packages of retirement planning services, because we know that every person's situation is unique. Your vision for retirement is different from anyone else's, so your retirement plan should be different too. Our services are designed to meet your needs, and we never recommend any services or products that don't serve our clients' best interests.
Ideal Client
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The businesses and professionals we work with have specific needs now and in the future that are aligned with our expertise and our process. Through our process and philosophy, we strive to provide exceptional service to many generations of your family. Current retirees interested in maintaining a high quality of life in retirement and planning for longevity while leaving a legacy to the next generation.
LReP Formula
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Our LReP Formula has been developed over our years in the industry, and has proven successful at preparing many of our clients for their retirement years. We have built our formula on the idea of a lifetime partnership with our team. Our formula walks you through each phase of preparing for retirement so you have an understanding of what we are doing, why we are doing it, and why the timing is so important.
Self-Managed Accounts
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We help guide investors of all sizes to reach their financial goals. For those that are just getting started, want to do it themselves or don't meet our asset minimums we can now offer $ymbil, a self-service digital investment solution. In only a few minutes, you'll be invested in a diversified portfolio, based on your objectives, and on your way to long-term saving and investing.
Reviews (1)
Carlos Acosta
Jan 02, 2020
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