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LifeCorp Financial

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.

LifeCorp Financial

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.

Personal Readiness

What will my life look like when I’m no longer running the business that has defined me for years?

Financial Readiness

Can I afford to retire and continue living the lifestyle I enjoy?

Business Readiness

Is my company able to continue functioning and remain profitable without my active involvement?

Business Attractiveness

Does my business look its best to potential buyers so I can realize maximum value for my years of hard work?

WELCOME TO LIFECORP FINANCIAL

About Us

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:

Wealth management

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.

Financial protection

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.

Our Values

At Lifecorp Financial we take our work very seriously. We are passionate about what we do and conduct ourselves as true professionals.

01

Trust

We always act genuinely and in your best interest.

02

Integrity

We always conduct ourselves in an honest and ethical manner.

03

Reliability

You can always count on us and know that a promise made is a promise kept.

Free Downloads

5 Things Every Business Owner should know

Beating The Boomer Bust courtesy of The Exit Map

Understanding Your Business Value

5 Things Every Business Owner should know

Beating The Boomer Bust courtesy of The Exit Map

Understanding Your Business Value