Lifetime Services
Financial Products & Solutions
We focus on helping successful business owners, real estate investors, and late-stage pre-retirees with their retirement plans, asset protection, estate planning, and tax planning. However, regardless of who you are or what you do, we can help. We can make a difference in your life and we encourage you to explore this opportunity.
Our unique and proprietary financial planning strategies will take you from wherever you are today, to your “Financial Independence” tomorrow. Select any of the headings below to learn more about our services and begin to live the life you really want. Start here. Start today. Start now!
Annuities
Charitable Trusts & Annuities
Cost Segregation
Delaware Statutory Trusts
In-Service Alternative Rollovers
Insurance-Disability
Insurance-Life
Insurance-Long Term Care
Micro-Captive Insurance Companies
Mortgages-Forward
Mortgages-Reverse
No-Load Annuities
Notes
Real Estate Rentals (Direct)
Real Estate Rentals (Partnerships & Syndications)
Research & Development Tax Credits (R&D, etc.)
Retirement Plans - Pension & Profit Sharing Plans - The Super(k)
Retirement Plans (Self-Directed) IRA's, 401(k)'s, SEP's, SIMPLE's, Roth's
Securities (Provided Via Lifetime Financial)
Self-Directed Brokerage Accounts
Annuities
A financial contract that provides a fixed stream of income for a person’s lifetime or a specified period of time.
Charitable Trusts and Annuities
We offer, consulting, coaching, and comprehensive financial oversight. Learn more about how we can help. Contact us to schedule an appointment with an Independent Fiduciary Advisor.
Cost Segregation
If you are a real estate investor, you can save thousands of dollars on your income taxes with Cost Segregation!
Delaware Statutory Trusts
If you are a real estate investor, you can save thousands of dollars on your income taxes with Cost Segregation!
In-Service Alternative Rollovers
If you are a real estate investor, you can save thousands of dollars on your income taxes with Cost Segregation!
Insurance – Disability, Life, Long-Term Care
If you are a real estate investor, you can save thousands of dollars on your income taxes with Cost Segregation!
Micro-Captive Insurance Companies
If you are a real estate investor, you can save thousands of dollars on your income taxes with Cost Segregation!
Mortgages – Forward & Reverse
If you are a real estate investor, you can save thousands of dollars on your income taxes with Cost Segregation!
No-Load Annuities
A type of retirement investment that charges lower fees than annuities usually entail.
Notes
If you are a real estate investor, you can save thousands of dollars on your income taxes with Cost Segregation!
Real Estate Rentals – Direct and Partnerships & Syndications
Owning real estate is one of the most powerful ways to grow your wealth and provide income. We have partnered with great companies to provide our clients with real estate rental opportunities throughout the United States.
Retirement Plans – Pension & Profit Sharing Plans – The Super(k)
If you are a real estate investor, you can save thousands of dollars on your income taxes with Cost Segregation!
Retirement Plans – Self-Directed – IRAs, 401(k)s, SEPs, Simple Roth’s
If you are a real estate investor, you can save thousands of dollars on your income taxes with Cost Segregation!
Securities – Stocks & bonds
If you are a real estate investor, you can save thousands of dollars on your income taxes with Cost Segregation!
Research & Development Tax Credits
If you are a real estate investor, you can save thousands of dollars on your income taxes with Cost Segregation!
Self-Directed Brokerage Accounts
If you are a real estate investor, you can save thousands of dollars on your income taxes with Cost Segregation!