Solutions for Individuals and Families
HOW CAN WE HELP YOU INVEST TODAY?
Solutions for Individuals and Families
At Lifestyle Portfolios it is our job as fiduciaries to assist you and your family plan, grow and preserve your wealth. We want to make you a client for life, continuosly building on a trusted relationship where we are fully committed to helping you achieve your financial goals.
"Our clients have empowered us to do what is right and suitable for them and in turn, it is our job to always exceed their expectations."
Learn more about our solutions for Individuals and Families:
PROFESSIONAL INVESTMENT AND PORTFOLIO MANAGEMENT
Utilizing our Signature Investment Platform and our Tactical Asset Allocation Investment Philosophy we will implement an Institutional Investment approach for your portfolio. We can do so under any one or combination of account types including:
- Traditional IRA
- Roth IRA
- Roll-over IRA
- 401k Roll-over
- SEP IRA
- Cash/Taxable Account
- Trust Accounts
At Lifestyle Portfolios, we will develop a custom strategy for meeting your specific needs. Whether you need a portfolio to generate income, fund a charity or for specific tax situation we will work with you to find a strategy that works.
- Retirement “Execution” Portfolio (Income Generation, Capital Preservation, Inflation Protection)
- Estate Planning
- Tax Strategies
- Trust Services
Paying for their children’s college education is a top goal for most families. Let us help you develop a strategy for achieving this goal. We will help you sift through the wide array of alternatives and help identify a solution that is right for you and your children.
- 529 plan
- UGMA / UTMA (Custodial Account
RETIREMENT AND FINANCIAL PLANNING SERVICES
Planning for the single most important event in your life can be somewhat overwhelming. At Lifestyle Style Portfolios we specialize is helping families develop a specific financial plan to meet their retirement goals and objectives. Click here for our Portfolio and Retirement Analysis Questionnaire.
The creation of a Financial Plan typically involves a one on one consultation with one of our Investment Advisors. During the consultation we will go through a detailed questionnaire that asks detail about you current financial situation, investments, future savings plans and goals and objectives. We will then prepare a comprehensive financial plan which details such things as:
- Current Asset Allocation versus Optimal Asset Allocation
- Likelihood of Achieving Goal(s)
- Saving / Investment Return necessary to achieve
- Risk Management Strategies
Service is available to existing clients as part of our fee-based platform. Planning services are also offered on a flat-fee and hourly basis.
RISK MANAGEMENT
Using comprehensive needs analysis, Lifestyle Portfolios assists clients in identifying risks to their financial plans. Techniques to help manage these risks include insurance, long-term care and annuities.
|
