PROVIDING INTEGRATED LIFETIME  SOLUTIONS


 LIFEPLAN SOLUTIONS

 Call (561) 921-0140 for your free and friendly initial consultation with a Trusted Adviser

  




Are you ready for the rest of your life ?



Individuals or business owners that have significant un-monetized business value, discretionary investment capital, and/or high levels of income need to allocate or, more importantly, re-allocate, their assets to secure their lifestyle for the balance of their lifetime and to maximize legacy and estate planning.


LIFEPLANSolutions are not driven exclusively by market performance and have allocations to strategies with contractual guarantees that are designed to meet the following commonly identifiable risks and objectives of clients:


  •  Outliving Assets


  • Insufficient Income for Life


  • Erosion of Purchasing Power Resulting from Inflation


  • Withering Effects of Increasing Long-Term Care Costs


  • Reduction of Income Through death of, or Divorce from, a Partner


  • Tax Inefficient Asset Allocation 

NOWAK LAW GROUP