561.683.3000However you define living comfortably,
Our mission is to help you achieve it.
We help retirees plan for the most important financial phase of their lives.
Get started in 3 easy steps:
1. Discover
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
2. Big Picture BlueprintTM
Using the Big Picture BlueprintTM Planning Process, we’ll examine your current financial situation and determine your retirement needs.
3. Plan
Receive a custom strategy designed to help you work toward your unique retirement goals.
Need More Info? Attend a Live Event
Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.
Get to Know Our Team
Meet our Founder
It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
» Meet Our Founder
Michael in the Media
Michael’s extensive financial experience and knowledge has been featured in numerous publications. Read a sampling of Michael’s media clippings here:
Services We Offer
Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
» Learn More
LFP Blog
We’re committed to helping you make informed decisions about your financial future. Stay abreast of the stories and headlines that may impact you.
» Start Reading
Watch how we help retirees
Watch our founder explain how we help retirees plan for the most important financial phase of their lives.
Ready to take
The Next Step?
For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.