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800-971-2989
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A Clear Process for Your Financial Future

Know what to expect, from your first conversation to a personalized plan and ongoing reviews.

Explore our five steps
our process

Our LReP Financial Planning Process.

Discovery Phase

We start with your goals, concerns and vision for the future. Together, we review your current finances, expected retirement timing, income needs and comfort with investment risk. This conversation helps us determine whether our services fit what you need.

Goal Setting and Strategy Development

We turn your priorities into planning goals and evaluate the resources available to support them. For retirement, that includes how savings and existing income sources could work together. When appropriate, NextPhase provides a framework for organizing assets around when you expect to need them.

Explore NextPhase income planning →

Plan Design and Presentation

We present your proposed plan and explain the recommendations, assumptions, costs and trade-offs. If NextPhase fits your needs, your written income analysis outlines the proposed time segments and targeted income. We discuss your questions and adjustments before you decide how to proceed.

Implementation

With your approval, we put the agreed recommendations into action. This may include opening accounts, adjusting investments and coordinating financial products. We work with your tax and legal professionals as needed, and explain the next steps and responsibilities.

Monitoring and Ongoing Engagement

We review progress and revisit the plan as your circumstances, goals and investment results change, according to the services in your engagement. For retirement income, adjustments may involve spending, investments or withdrawal timing. Let us know when your needs change so we can discuss the implications together.

Schedule a conversation →

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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Building exterior at 1119 Historic 4th St., Sioux City, Iowa

Sioux City, IA

1119 Historic 4th St., Suite 212
Sioux City, IA 51101

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