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Is your retirement on track?

The LReP Formula is designed to constantly adjust and monitor your critical life and financial events to keep your plan on track. We have built our formula on the idea of a lifetime partnership with our team. This process will allow you to face the future with anticipation rather than apprehension.

  • How much money do I need?
  • When can I retire?
  • When should I take Social Security benefits?
  • I want to leave a legacy, how do I do it?

Our formula walks you through each phase so you have an understanding of what we are doing, why we are doing it, and why the timing is so important. You will appreciate the transparency and the comfort level the formula provides. It allows you to focus on what is most important to you, your friends and your family.

The 4 L's of Retirement

When we work with our clients we break down their retirement into 4 sections.

-Longevity

-Liquidity

-Lifestyle

-Legacy

The FIT Meeting

As with most relationships understanding each other’s goals and expectations is key to building a positive and healthy partnership. Our “Fit” meeting is designed to help identify if we would be ideal partners moving forward. At Lifetime Retirement Partners we recognize that we are not all things to all people, nor do we want or expect to be. We are all things to some people. Our client relationships are based on a very specific FIT process, allowing us to partner with those clients to whom we are most suited.

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The Discovery and Organization Process

The key to identifying where you currently are and where we need to go, the discovery and organization process is a crucial step on our formula. We would like to help you get your house in order and organize all of your financial life in an easy to use portal that you can access from anywhere. As we build out your personalized plan this will allow us to monitor the progress of our goals together and adjust them as any life-changing events happen.

Want to Get Organized?

The Strategy

As Independent Advisors, we work for our clients, not our firm.

Our goal is to help you implement a plan with multiple strategies to reduce the risk for all possible outcomes, without apprehension. There is no “one size fits all” solution when it comes to planning for your future. And because we’re an independent firm, we’re under no obligation to sell proprietary products or services. That means we’re objective and selective, offering only those investment products and services we believe are best suited to help meet your financial goals.

We want to have full input on your plan. We design, strategize, allocate, and diversify your portfolio based on where you want to be in your retirement. We will walk you through a strategy first, with smaller attainable goals based on a bucketing methodology. This allows you to understand every piece of the puzzle and fully transparent on the timing of each investment. 

Lifetime Monitoring and Partnership

As we have identified your unique situation and put together our strategy, now we implement your personalized plan. Our partnership lays out the foundation of our communication, the expectation of the plan, and the adaptability of the plan moving forward to make sure we are prepared for any changes that might arise moving forward. We work for you, and as a partnership, we are building on a relationship to last a lifetime.

Utilizing the Formula We Give You a Tool To Keep You Organized