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Plan for the Future
No one cares more about your money than Lifeguard Financial.
Lifeguard Financial Five Star Services
It wasn’t long ago that retirement meant a pension and a gold watch, but today’s world looks much different than it has in the past. From increased market volatility, taxes, and low interest rates to loss of pension, loss of income when a spouse dies, living into our 90’s and the rising cost of health care and losing a lot of money to nursing homes – the burden of managing money the right way in retirement falls more heavily on the shoulders of individual Americans than it ever has before. Relying solely on speculate stock market, receiving bad advice, taking IRA required minimum distributions or income from the wrong accounts, failing to get a second opinion (complacency) will create significant losses. You don’t have to carry the burden of creating a better plan alone.
Lifeguard Financial’s Five Star Retirement Planning system is a disciplined, holistic, time tested and a proven approach to retirement planning. Together we will traverse five important steps in the Lifeguard Financial’s Retirement Planning System where you will explore key areas that are fundamental to successful retirement planning. You will be confident knowing that you have given careful consideration to risk exposure, income planning, legacy planning, protecting yourself and your assets from going into nursing homes and learn how to reduce your taxes.
Lifeguard Financial will craft a tailored plan uniquely suited to help you thrive now and in the years ahead. As President of Lifeguard Financial, my staff and I are committed to always doing our best to manage your money in our relentless pursuit to give you financial peace of mind.
Our task is to ensure that you and every client has the opportunity to achieve their potential success!
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“Unhappy with your service or returns? Contact us for a complimentary second opinion on your investments. Together, we will identify any mistakes and make improvements.”
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Generational Vault
It wasn’t that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else. But thankfully, Generational Vault – your virtual safety deposit box – is an easier way to keep track of all those vital documents.
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.
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