At Lifetime Capital, we do things a little differently. We charge our clients a flat fee for our initial planning services, so there are no surprises. What you see is what you get!
Financial Plan: $1,995.00 |
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Services Include:
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Ongoing Services
Fess vary based on the scope and complexity of your needs. |
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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 972.410.2047.