Lifetime Financial Solutions is committed to providing you with one-on-one financial review. We help you identify realistic goals for the future and put steps in place to help you achieve them.
We focus on providing the information you need to make financial decisions based on your particular situation.
From strategies designed to accumulate wealth, to putting steps in place to protect your loved ones, it is our mission to help you prepare for each phase in your financial life.
We believe you should be able to retire and never look back. By helping you plan for worst-case scenarios, you may look forward with the reassurance of knowing your future is on track.
“If your plans for retirement income that you believe to be true turned out not to be true, when would you want to know?”
Most people nearing retirement age believe they have a plan set up for their retirement, but very few people have really run that plan through a 'time-test' to see if the results match up with their lifelong dreams. Such a close look may be critical - without it, how can you really be sure?
Having a sound personalized retirement income analysis is essential to realizing your dream retirement. With our retirement income analysis – you can take a closer look at some of your thoughts, assumptions and figures you’ve accumulated about retirement, and put them all together in an analysis to see if your strategy will hold up.
If your current strategy has any problem spots, we can show you how many years into retirement those issues may appear with an easy-to-understand analysis that may reveal when your income may fall below a desired level. You can then make adjustments to your strategy now so you can avoid any problems later. Meaning you can take control of your finances and head into retirement with reassurance that you’re ready for whatever comes your way.
Retirement Explorer™ is a software program that is designed to help agents review the effectiveness and potential success of their client's retirement strategy and will involve the use of fixed insurance products. Retirement Explorer™ is not a comprehensive financial plan, nor is it a comprehensive overview of all your portfolio holdings.