SAFE MONEY PLANS
INDEXED ANNUITIES
401k • 403b • IRA • ROLLOVERS
LIFETIME INCOME PLANS • GROWTH • LEGACY
LIFE INSURANCE • INDEXED UNIVERSAL LIFE (IUL)
TAX-FREE INCOME
Whether you’re in the accumulation phase of your financial life or have already begun retirement, Lifetime Strategies is committed to the safety, security, and stability of your financial well-being.
The primary rule when it comes to your investments is, “Don’t lose your principal.” By utilizing Safe Money Plans, you are taking the risk out of retirement, because your assets are not directly invested in the stock market.
Safe Money Plans are designed to protect your principal from market downturns, while offering competitive growth potential.
EDUCATION
Asset management strategies have evolved over the past 20 years. It is now possible to benefit from the stock market’s advances without losing one’s gains.
SERVICES
Everyone wants a comfortable retirement. Whether you’re approaching retirement or are in the midst of your career, Safe Money Strategies are the key to a worry-free retirement.
ABOUT
Lifetime Strategies has a fiduciary responsibility to our clients. You are our first priority, and your interests outweigh the interests of the provider or the advisor.
