At Lifetime Capital, we help you prepare for retirement your way, whether that means travelling around the world or spending time with the grandkids. Realizing your goals involves creating a plan to maximize the elements you can control and implementing strategies to help protect you from the elements beyond your control.
Like the rest of our services, we begin by learning as much as we can about you. We get to know your current financial situation, income, expenses and even your lifestyle to create the foundation for achieving your vision. But we don’t stop there. We take a proactive approach when helping you prepare for your future needs, incorporating forward-looking expectations for anticipated health-care costs, income sources, tax rates, Social Security benefits, long-term care and much more.
From there, we put together all the pieces to create a plan that is custom-built for you, addressing all aspects of your financial life:
This comprehensive approach ensures we leave nothing to chance when it comes to building a plan that will support your ideal life in retirement.