Phone » 407-299-4129  

Fax » 407-299-7128

Maximizing your LifeWealth Smart decisions for vibrant tomorrows. Strategic retirement planning. Focused on your finish line and your fulfilling life today.

 

Serving The Medical Professional

No matter what stage of development your medical practice is in, the professionals here at Life Wealth Group can help you plan for the future. Whether you are a general practitioner, dentist or specialist, we can help.

 

 

Serving Attorneys

At Life Wealth Group, we have a unique approach for helping Attorneys develop a plan to accomplish their financial goals. The plan we develop will help you manage your cash flow effectively to save, reduce debt, minimize taxes and enjoy your money to the fullest.

Serving Families with Special Needs

Losing a loved one to an accident or illness, dealing with divorce, coping with personal injury, going through a career change and caring for a special needs child is often unexpected and never easy. Our team can help you in times of transition and special need.

Serving High Capacity Christians

We know how important it is to have someone who can give you advice and help develop a plan to assist you in following through with your God-inspired dreams. Meet with one of our advisors and we will help you find balance between saving for your future and giving to the kingdom.

 

Helpful Content

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

 

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like the junk in a junk drawer.

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  • 1507 S. Hiawassee Rd.
  • Suite 214
  • Orlando, FL 32835
  • Phone
  • Local: 407-299-4129
  • Fax: 407-299-7128

© 2014 The LifeWealth Group, All Rights Reserved.

Our financial advisors are licensed in the following states: AL, AZ, CA, CO, DC, FL, GA, MN, MO MS, NV, NC, OH, SC, TX, VA, and WA. If you do not reside in one of these states, please feel free to contact us and we can become licensed in the state in which you live. Securities offered through GF Investment Services, LLC. Member FINRA/SIPC. 2080 Ringling Blvd., Third Floor, Sarasota, FL, 34237. Phone: 941.441.1902. Investment advisory services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.

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