Our Services

What We Do For Clients

Retirement Income 

Asset Protection
Creating an income plan to last throughout retirement is perhaps the single most important  challenge retirees will face. It's very likely to spend 30 years or  more living in retirement without earned income. 

We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. 
Retirement doesn't mean that it's time to stop growing. Same holds true for your money. It should mean, however, that it's time to stop taking unnecessary risk.

We specialize in helping retirees protect their retirement assets while continuing to move forward. 

Extended Care Solutions

Family Legacy Planning
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.

The good news is we work with hybrid insurance plans that leverage our dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don't. 
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance - TAX-FREE AND GUARANTEED!

We also work with clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. 
Watch a quick video to learn about our "Rock Solid Retirement Strategy."

Peace of mind that comes with retirement income that's guaranteed to last as long as you do!
The information provided herein is the exclusive property of The Life Planning Retirement Group, LLC. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.​ © 2022. The Life Planning Retirement Group, LLC.

Our Services

What We Do For Clients

Retirement Income 

Asset Protection
Creating an income plan to last throughout retirement is perhaps the single most important  challenge retirees will face. It's very likely to spend 30 years or  more living in retirement without earned income. 

We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. 
Retirement doesn't mean that it's time to stop growing. Same holds true for your money. It should mean, however, that it's time to stop taking unnecessary risk.

We specialize in helping retirees protect their retirement assets while continuing to move forward. 

Extended Care Solutions

Family Legacy Planning
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.

The good news is we work with hybrid insurance plans that leverage our dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don't. 
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance - TAX-FREE AND GUARANTEED!

We also work with clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. 
Watch a quick video to learn about our "Rock Solid Retirement Strategy."

Peace of mind that comes with retirement income that's guaranteed to last as long as you do!