Are you a business owner looking for a plan design review or fee benching marking on your current plan? Let's schedule an appointment to go through where you currently stand with your plan, and what options or changes have happened in the industry that could be beneficial to your organization.

Do you currently have a Buy/Sell agreement in place and need a review? Have you thought about putting one in place, but didn't know how they work? Let's sit down and walk through the process and show you how they can benefit your current business partnership and put the proper protection in place to keep your business running optimally.

As an added benefit to our current client's this will allow you to schedule a time that works for you to do our annual review. We know you are busy, so we will be flexible to find a time that works into your schedule.

Have your group benefits increased recently and you want to talk about options? Let's walk through your current benefit plan so we can analyze and find the best option in the marketplace that would best fit your business.

Multiple things can change within a year. We always like to get together with our clients a minimum of once a year. This allows us to make sure the plan we have put in place still meets your needs and goals, and to make any adjustments as needed.

The first step in our holistic planning process. As with most relationships understanding each other’s goals and expectations is key to building a positive and healthy partnership. Our “Fit” meeting is designed to help identify if we would be ideal partners moving forward. These meetings are held in person at our office, unless discussed prior.

The Discovery Meeting is a meeting built around your goals and what you currently have in place. We will walk through your retirement vision, your legacy planning, your current asset protection in place, as well as your current income planning strategy. Once we have everything out on the table, it will allow our team to create a holistic, and individualized plan specific to you.

Our Strategy Meeting is the 3rd part of our LReP Formula. Once we have analyzed everything in the Discovery Meeting, this will allow us to walk through a strategy with you. After we have agreed to the strategy we can move forward with next steps and implementation procedures.

A custom fit strategy for your life including tax advantaged planning, allocation, manager selection, risk assessment, and investment philosophy.

Building a comfortable retirement is not easy, there are many variables. Planning to distribute your assets without running our of money is an art. Lifetime Retirement Partners will help build a comfortable plan based on income and expenses both fixed and variable, as well as, other assets.

Do you currently have an annuity in place and you want a review? Annuities have drastically changed over the years, and your old annuity might not have some of the new beneficial features. Let us do a fee review and a breakdown of your current product and show you how it all works.

Life Insurance Policies vary drastically. Whether you have current policies in place or are looking to add policies we can guide you in the right direction. Our platform of more than 70 carriers allows us to go to the market and get what is right for your specific situation.

Nobody plans to lose their income, but having the protection in place if you do is important. Let us walk you through how a Disability Plan works and how it can protect you if you are disabled and no longer able to work.

The biggest threat to a financial plan during retirement is the cost of a long term care event. The average semi private room cost over $85,000 annually today, in 20 years its estimated to cost over $119,000, we will show you how to affordably plan for this care.

Whether you are new to Medicare or have a plan currently, annually reviewing these policies can save you money and headaches. We work with Medicare Supplements, Medicare Advantage and Prescription Drug Plans. It can be a bit confusing to know the differences between each plan, so let's sit down and walk you through making the best decision for your situation.

Do you take it at age 62? Do you take it at age 66? Do you wait until age 70? When to start taking Social Security can be confusing, and can have a significant impact on your retirement plan if you take it at the wrong time. Let's sit down to analyze your specific situation and walk through a demo with our technology tools that analyze the best timing for you.

The rising costs of college tuition are making planning more difficult. Starting early if you want to assist or pay for college is a must. Depending on your situation there are multiple ways to put money away, we help you investigate and choose the best option for your family.

Medicare 101 is an educational event for individuals who will be turning 65 or have already. This workshop provides an understanding or how Medicare works, the differences in Medicare Supplement and Medicare Advantage plans, what Prescription Drug Plans are, and how to find the best plan for you.

We know you are busy, and sometimes meeting in person is difficult to do. By using screen sharing technology and web cameras, we can meet remotely and still get everything accomplished and stay on schedule.