Narrow Focus. Broad Perspective.
Our practice focuses on three specific life events:
Whether you are just starting to plan for retirement or already retired, we can help. We don’t just sell retirement products, we build comprehensive retirement plans.
Long Term Care Planning
We offer all types of Long Term Care Insurance policies from all of the major carriers. We also help people plan without insurance, including those that already need care.
Generating a sufficient stream of income in retirement may not be enough. Effective tax planning is needed to help you keep more of what you generate. Given our country’s fiscal path, it’s likely tax rates will be higher in the future than they are now. Effective tax strategies can help your money last longer in retirement.
We bring a broad and unbiased approach to each client, leveraging our decades of experience along with input from industry experts with whom we have formed strategic alliances. Our goal is to exceed your expectations and provide an unparalleled level of knowledge, professionalism and service.
We offer fee based and flat fee advisory services, as well as life and long-term care insurance and fixed annuity products.
Are we a good fit for you? Click on the link below to schedule a complimentary, no obligation meeting at either of our locations or via webinar.
What is a Fiduciary?
A relationship in which one party places special trust, confidence, and reliance in and is influenced by another who has a fiduciary duty to act for the benefit of the party
As a fee-based Investment Advisor Representative, Geoff George is held to the fiduciary standard. In other words, we are legally obligated to put your interest first at all times.
All Financial Professionals are not held to the same standard.
Many financial planners, advisors, brokers, agents and consultants are only required to adhere to the suitability standard. In other words, there is no legal barrier to protect you from a broker or agent putting their own interests ahead of yours.
When working with a fiduciary, you know your fiduciary is working for you.
1300 Godward Street, Suite 1900
Lifetime Capital Planning Group is centrally located in the heart of the Twin Cities at Broadway Place West, just north of downtown Minneapolis at the intersection of I-35W and Highways 36 and 280. Parking is available on site.
700 Parker Square, Suite 190
Flower Mound, TX
Our Flower Mound office is easily accessible from anywhere in the DFW Metroplex. While offering direct access to several major highways and plentiful parking, we are located in Parker Square. 700 is the large two story office building towards the back past the retail shops.