LifeTyme Financial LLC
11022 S 51st St, Phoenix, AZ 85044, USA
11022 S 51st St, Phoenix, AZ 85044, USA
Our approach is comprehensive, both financially and integrated with your life's purpose. We care about integrity, family, ethics, accountability, and education. Our vision is a world where everyone understands how money works and how to make it work for you.
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What do you love most about your job?
I get to help people discover what is most important and utilize money as a tool for such service. I also love to see people discover for themselves truths from myths, such as it's not how much you make, it's how you manage it. Another common myth is that financial advisors are for the rich; they are for those who are ready to position themselves for prosperity.
What inspired you to start your own business?
I joined the team, LifeTyme Financial LLC, because it's a partnership that supports values I believe in and my passion to expand financial freedom and independence. Unlike anywhere else, I discovered financial education and concepts that made a difference in my life and can make a difference for you, too. I am able to empower individuals, businesses, and our community to fulfill their dreams.
Why should our clients choose you?
At LifeTyme we start with a complementary meet and greet where we assess whether we are a good match and identify what is important to You. We understand it's critical to have an ongoing coaching, lifelong relationship to achieve your financial objectives.
Can you provide your services online or remotely? If so, please add details.
We can provide online services in the following states: Arizona, Minnesota, California, Colorado, Connecticut, Florida, Georgia, Illinois, Maryland, Minnesota, Nevada, New Jersey, Pennsylvania, South Carolina, Texas, Virginia, Washington DC and West Virginia.
Tax Optimization
We work with both businesses and individuals to optimize your current and future tax liability so that you pay only the taxes you are required to pay, and not a penny more.
Most people are unaware and/or unprepared for tax changes and their implications resulting in unnecessary loss of wealth.
Retirement Planning
We assist clients in all phases of retirement planning and can determine the appropriate opportunities for you, including 401(k) plans, IRA investments, annuities, and more. We also provide advice on Social Security claims, 401(k) and IRA rollover strategies, and other ways to protect you and your family from high healthcare costs and other risks.
Retirement planning is a vital part of any financially independent lifestyle, we offer a wide variety of options to prepare clients for the next chapter in their lives.
Wealth Management
We help our clients design an investment strategy tailored to their unique needs and create a lasting legacy. It is important to coordinate all aspects of your finances to help accomplish your highest purpose.
Life Insurance Retirement Plan (LIRP)
An important part of planning for your financial future is protecting it. Protect whats's important. Life insurance is a very effective option to help protect your family in the event of an untimely death or illness. Today’s plans cover many risks and have new optional riders to cover long-term care as well as critical and terminal illness.
Financial Education
We provide ongoing financial events and workshops. They are by invite and register only. To inquire and register contact support@ltfgllc.com We illuminate your financial future by utilizing technology and LifeTyme customized strategies for overall wealth.
Mortgage Optimization
We discuss how to best handle your mortgage and provide deeper insight to these questions and more:
How much should you put down?
What is your equity doing for you?
When should you prepay principal?
How to Maximize your tax deductions?
