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

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

 

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Spotting Credit Trouble

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

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Contributing to an IRA?

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

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

Managing Your Lifestyle

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

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

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Rightsizing for Retirement

What does your home really cost?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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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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