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We offer a wide range of services designed to meet your financial needs, whether you're planning for today or building a legacy for tomorrow.
A roadmap to your financial goals with clear, actionable strategies.
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Explore a retirement income plan designed to enhance your peace of mind for the future.
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Discovery a strategy for a balanced, expert-informed investments to help you work towards growing your wealth.
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Reduce your risk by adding the proper protections for your plan.
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Learn how a 401(k) retirement plan can be a valuable tool for your long-term savings strategy.
Learn essential financial planning strategies for retirees to ensure stability.
Explore different types of retirement accounts and how to choose the right one.
Discover how Long Term Care Plans work, and how they protect your financial plan.
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To begin, contact us to schedule an initial consultation. We’ll discuss your financial objectives, assess your current situation, and explore how our services can best support your needs. We look forward to partnering with you on your financial journey.
Our clients come from diverse backgrounds, including young families, business owners, professionals, pre-retirees, and retirees. We tailor our services to meet the distinct needs of each client, regardless of financial status.
Please bring relevant financial documents, such as tax returns, bank statements, investment accounts, debts, insurance policies, and any estate planning documents. This information helps us gain a comprehensive understanding of your financial situation.
We recommend regular meetings at least annually, though we can adjust the frequency based on your preferences and any significant life changes. We also monitor your plan continuously and provide updates as needed.
Yes, we adhere to a fiduciary standard, meaning we are legally and ethically obligated to act in your best interest, ensuring unbiased advice that aligns with your financial goals.
Our firm operates on a transparent fee structure, which may include flat fees, hourly rates, or a percentage of assets under management. We prioritize transparency and will discuss compensation thoroughly during our initial consultation.
At Lifetime Retirement Partners, we’re here to help you navigate your financial journey. Let’s create a personalized plan that aligns with your goals and adapts as your life evolves, providing you with confidence and peace of mind along the way.
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Securities and investment advisory services offered through Osaic Wealth, Inc. Member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, GA, IA, KS, MD, MO, NE, OK, SD, TN, TX, WA, WY. No offers may be made or accepted from any resident outside the specific states referenced.
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