LIFE WISE PLANNING GROUP LLC
"Unlocking your financial potential, one wise step at a time."
Efficiency
Making sure your money is working for you effectively is like making sure your engine is firing on all cylinders. We look at the different aspects of your financial life and help determine if your money is going to appropriate places at an appropriate time. Understanding life’s demands for each person in conjunction with their age helps us begin to understand efficient ways for each person to coordinate their assets. The ultimate goal though is to maximize income efficiently at retirement.
Create and Grow Wealth
We believe creating and conserving wealth starts with a plan. We come alongside each of our clients to help make sure their plan is set up to not only maximize wealth but conserve and preserve it for the future. Our goal is to help create wealth with a combination of investment tools.
Conservation and Distribution
Climbing the financial mountain may not be easy, but once you’re at the top you have to get down, and often times that may be where you can hurt yourself. You spend your whole life making sure your money is being used efficiently, and creating and conserving your wealth but have you actually ever thought about how to distribute your income in a sustainable way at retirement?
We Consider the Whole Person
At Life Wise Planning Group, we specialize in personal finance and holistic planning. Our process is specifically designed to help maximize your wealth and facilitate financial security for you, your family, or your small business. Whether you are seeking financial security as an individual, a family, or a business, our objective is to help you achieve your ideal financial plan. Some key areas we consider are:
Minimize your income taxes
Minimize financial risk as you grow and distribute wealth
Utilize strategies to maximize wealth while minimizing risk and cost
Properly conserve and distribute your wealth
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How much pre-tax or after-tax income will you need for retirement?
Would you want any of this income to be guaranteed*?
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How much of your retirement assets are liquid for emergencies and opportunities?
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What type of legacy would you want to leave behind after your income and liquidity needs have been met?
Start the journey with a portfolio Review
It’s a process, but we have to start somewhere. We believe in getting to know you on a personal level so we can best understand your unique needs. As advisors, we need to acknowledge and understand our client's immediate needs, short-term and long-term goals.
We believe the best plan is the one you understand
*Guarantees are based on the claims paying ability of the insurer. Insurance services are offered through the Master Planning Group, Inc. an affiliated company.