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!
Financial Plan: $1,595.00
Flat fee based on the scope and complexity of your needs.
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.