Spend Confidently.
Live Fully.
You’ve been told to save and invest your whole life.
It can be difficult to spend this money when the time comes.
Let us show the worry-free method to fully utilize these assets.
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Our Approach
Current LifeSpend Plan
We personalize your financial journey with a holistic view of your current LifeSpend plan. Only by looking at all sources of future income can you best understand how much you can spend based on your desired legacy, lifestyle goals, and risk tolerance. Initial Setup as low as $99 - which includes one free quarterly follow-up session.
Analyze and Implement Strategies for LifeSpend Plan
We analyze your current LifeSpend Plan and offer alternative strategies to increase the potential amount of money you will be able to spend each month or leave as a legacy to your loved ones. As the ability to earn income from new sources is more limited in retirement, we focus on your current asset allocation and make sure much of your income is guaranteed to be there when you need it.
LifeSpend Plan Follow up
Your needs may change over time or you may want to make a large one-time expenditure such as a new car or travel adventure. Also, external forces such as new family responsibilities, emergencies, or shifts in the economy could impact your planning. We are here every step of the way with updates to maintain your peace of mind regarding your LifeSpend plan. You can setup your reviews as frequently as you would like, with monthly reviews starting at $19, quarterly reviews at $39, and semi-annual reviews at $59.
Schedule your appointment
Schedule your no cost introductory discussion with a LifeSpend Planner to see if this approach is right for you - or get more information and a Free guide to LifeSpending below.
Free Guide
Just fill out and submit the brief form to receive a free electronic version of our LifeSpending Guide - Also available on Amazon Kindle.
