Retirement Planning for Business Owners
We’ve spent the past 30 years as trusted advisors on some of the most important life decisions our clients have made. Our big-picture approach ensures that your personal, financial, and business life will all be in balance when you are ready to step aside and begin your next chapter.
WELCOME TO LIFECORP FINANCIAL
Lifecorp Financial is not your typical wealth management firm. Our expertise in retirement planning for business owners sets us apart from other options.
Using our proven CEO Model, we help owners protect and augment their wealth, harvest earnings tax efficiently, maximize corporate value, transition out smoothly, and create a meaningful and secure retirement.
Your business is likely your largest asset—so retiring from it will be the most significant financial decision you will have to make. Let us do the heavy lifting and guide you through a comfortable transition, so you can enjoy the things you love.
Services We Provide
As an independent wealth advisory firm, our big-picture approach can help you with a wide range of financial planning services including:
Our advice is independent, and we use no proprietary investments. We carefully manage and monitor your portfolio according to your specific requirements in a way that is objective, tax-efficient, and risk-aware.
Tax planning & minimization strategies
Using cutting edge tax strategies, we construct and implement plans that effectively shelter income at the pre-tax corporate level, reduce taxes on personal income, and defer or eliminate tax on investments and capital gains.
Life can be full of uncertainties, but your financial future need not be. We can customize solutions to protect your business, employees, and family from the economic hardship caused by unforeseen events.
Corporate value enhancement
We help redesign and reshape our clients’ businesses to make them attractive to potential buyers or ready to transfer to employees/family members for the future. We do this through a step-by-step process that focuses on transition objectives, testing assumptions, and modeling all available options.
Business succession planning
Whether you plan on selling to insiders, selling to a third party, or transferring ownership to a family member, controlling the timing, process, and proceeds is going to take some serious planning. We can help—and the sooner you start, the more options you will have.
Retirement & estate planning
Your transition into retirement requires careful consideration. We can help make that seamless, to enjoy a richer life now, and help you plan for the orderly transfer of assets to your loved ones later.
At Lifecorp Financial we take our work very seriously. We are passionate about what we do and conduct ourselves as true professionals.
We always act genuinely and in your best interest.
We always conduct ourselves in an honest and ethical manner.
You can always count on us and know that a promise made is a promise kept.