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What You Get

At Lifetime Capital, we do things a little differently. We charge our clients a flat fee so there are no surprises. What you see is what you get!


Services

LifePlan

InvestPlan

TaxPlan

Social Security Maximization Strategy

X



Portfolio Analysis Review 

X

X


Tax Efficient Asset Positioning Plan

X


X

Lifetime Income Plan

X

X


Sequence of Withdraw Strategy 

X


X

Tax Allocation Optimization

X

X


Custom Global Allocation

X

X


Cost: 

$1,595.00

$995.00

$795.00


Services Defined

Social Security Maximization Strategy– Two step analysis to maximize lifetime Social Security benefits and measure strategy impacts on other assets.

Portfolio Analysis Review - Review of overall allocation,relative risk, performance, industry, sector, style and geographic concentration. 

Tax Efficient Asset Positioning Plan - Long-term road map detailing year by year implementation details to maximize tax efficiency throughout retirement.

Lifetime Income Plan – Detailed yearly distributions by account designed to maximize lifetime retirement income and legacy.

Sequence of Withdraw Strategy – Yearly plan illustrating which accounts and account types to draw from and when.

Tax Allocation Optimization – Positioning asset classes based on tax status to maximize short and long-term tax efficiency. 

Custom Global Allocation – Unlike most larger firms, we don't take a "one size fits many" approach and do not recommend model portfolios or preset allocations. Using efficient market principals and Modern Portfolio Theory, we develop a cost sensitive allocation specific to your risk tolerance, time horizon,  goals and personal preferences, objectives and values.  

Have questions? Shoot us a message below or give us a call  at 612.567.5067.



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