An important element in the LIFEPLAN model is the coordination of Investment Solutions under the INTEGRATED LIFETIME SOLUTIONS platform with the Legal Solutions and the other LIFEPLAN SOLUTIONS, including Retirement Income Solutions and Insurance Solutions.
Creation and growth of wealth is the one of the primary objectives of in theLIFEPLANMODEL, however, this consideration must be effectively coordinated with the equally important objectives of preserving and protecting retirement savings that have been accumulated and tax-efficient retirement income planning.
If you are like most people, the growth of your wealth has included investment in securities, including stocks, bonds, and mutual funds. You may be able to manage your investments on your own or have utilized the services and assistance of a wealth advisor, whether they be a Registered Representative, Investment Advisor, or Registered Investment Advisor. However, if you need assistance as part of the LIFEPLAN process to understand how to re-position a portion of your assets invested in securities to preserve and protect your retirement savings and provide additional guaranteed income, the NOWAK LAW GROUP will help you establish a relationship with a wealth adviser in whom we have confidence and who will appreciate the objectives of the LIFEPLAN MODEL. Alternatively, we will coordinate our efforts with your existing wealth adviser to ensure your LIFEPLAN is properly implemented in a timely and cost-efficient manner.
You can learn more about our mission and philosophy regarding identifying and associating with Trusted Advisers by visiting: www.IntegratedLifetimeSolutions.com.
PROVIDING INTEGRATED LIFETIME SOLUTIONS
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THIS WEBSITE IS NOT DESIGNED FOR THE PURPOSE OF PROVIDING, AND NOWAK LAW GROUP, P.A. DOES NOT PROVIDE, PERSONAL INVESTMENT ADVICE OR RECOMMENDATIONS REGARDING SECURITIES. YOU SHOULD SEEK THE ASSISTANCE OF A PROPERLY LICENSED REGISTERED REPRESENTATIVE, INVESTMENT ADVISOR REPRESENTATIVE, OR REGISTERED INVESTMENT ADVISOR.
"The four most dangerous words in investing are 'this time it's different' " - Sir John Templeton