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  • HOME
  • EDUCATION
    • Financial Edification
    • Personal Fufilment
    • Life Experiences
    • Community Participation
    • Lifetime Bookstore
    • Resource Directory
  • SERVICES
    • Services Overview
    • The 4×4 Financial Plan sm
    • Retirement Planning
    • Asset Protection
    • Estate Planning
    • Tax Planning
  • FINANCIAL & LEGAL PROFESSIONALS
  • EVENTS
    • All Events
  • ABOUT
    • About Us
    • What We Do & Why
    • Schedule An Appointment
  • Login

Recent posts

Recent Posts

  • Cybersecurity Monthly Newsletter December 2020
  • Monthly Client Newsletter December 2020
  • The Smart Tax Planning Newsletter December 2020
  • 2021 Key Financial Data

Lifetime’s Services

The 4x4 Financial Independence Plan ˢᵐ
  • The Smart 3-Tiered Cash-Reserve System ℠
  • The Smart 401(k) Supercharger ℠
  • The Smart Asset Protection Planner ℠
  • The Smart Debt Eliminator/Credit Builder System ℠
  • The Smart Estate Plan Protector ℠
  • The Smart Financial Independence Blueprint ℠
  • The Smart Investment Property Evaluator ℠
  • The Smart Legacy Plan Organizer ℠
  • The Smart Mortgage Paydown Accelerator ℠
  • The Smart Mortgage Minimizer ℠
  • The Smart Social Security Maximizer/Retirement Healthcare Estimator ℠
  • The Smart Tax Minimizer ℠ (For Consumer and Home-Based Businesses)

Additional Specialty Services

  • The Smart Caregiver’s Planner & Tax Guide System ℠
  • The Smart College Cost Eliminator ℠
  • The Smart Tax Planning System for Business Owners ℠
  • Consulting & Coaching

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