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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

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.


Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

U.S. Personal Savings Rate

What can be learned from the savings rate?

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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.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Protecting Those Who Matter Most

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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.

Investment Strategies for Retirement

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

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, infiltrating the world of bonds.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

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  • 7335 W. Sand Lake Road
  • Suite 390
  • Orlando, FL 32819
  • 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, CA, 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. 501 N. Cattleman Road, Suite 106, Sarasota, FL 34232. Phone: 941.441.1902. Investment advisory services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.

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