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800-971-2989

A Clear Path to Your Financial Goals

Our proven five-step process is designed to empower and guide you every step of the way.

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our process

Our LReP Financial Planning Process.

Discovery Phase

In this initial phase, we focus on understanding your unique financial goals, concerns, and vision. During our consultation, we discuss your current financial situation, future aspirations, risk tolerance, and any specific areas you wish to address. This phase is not just about gathering information, but ensuring that our firm aligns with your values and long-term vision.

Goal Setting and Strategy Development

Based on insights from the discovery phase, we collaboratively define your financial goals, both short-term and long-term. We then develop a tailored financial strategy, utilizing our comprehensive range of services to address your needs. This strategy forms the foundation of your personalized financial plan.

Plan Design and Presentation

We create a detailed financial plan incorporating investment strategies, budgeting, tax optimization, risk management, and estate planning. During this phase, we present the plan, explaining the rationale behind each component and illustrating how it aligns with your objectives. Your feedback is crucial to ensure the plan meets your expectations and comfort level.

Implementation

With your approval, we proceed to implement the financial plan. This involves executing investment strategies, setting up accounts, and integrating necessary financial products to achieve your goals. We coordinate with other professionals, such as tax advisors and estate attorneys, as needed to ensure a holistic approach.

Monitoring and Ongoing Engagement

Financial planning is an ongoing process. We provide you with access to an online tracking portal, enabling you to monitor your plan’s progress in real-time. Regular reviews and adjustments ensure your plan remains aligned with life changes and evolving goals. Our team is always available to discuss updates and ongoing strategies, keeping everyone on the same page.

Start Here

Take the First Step Toward Financial Confidence

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.

our office locations

Windsor, CO

7791 Highland Meadows Pkwy, Suite D, Windsor, CO 80528

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Omaha, NE

17117 Oak Drive, Suite A
Omaha, NE 68130

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