At Life Capital Partners, we are adept at, and dedicated to, designing integrated strategies for addressing the diverse array of financial opportunities and hurdles our clients face. Throughout every stage of life, we are at your side to deliver the resources and experience that will help you make the most of all life has to offer.
Our services include:
Wealth Management
Financial planning and management are complex. Artfully done, they include the ideal blend of investing, tax strategy, estate planning, cash flow, and risk management — all customized for each client and client family. Fortunately, our profound experience in this arena equips our Advisors to plan and structure wealth strategies that help expand, preserve, and protect your wealth. We design investment strategies that reflect your specific risk tolerance, time horizon, and goals. Then, when the time comes, your assets will be passed on in a tax-efficient manner in full accordance with your wishes.
Financial Planning
The objectives, both near- and long-term, of our clients and client families are foundational to our relationships. They are at the forefront of our financial planning support because we know from experience that informed decisions spring only from defining goals clearly and then redefining them as life unfolds.
Meeting everyday obligations, fulfilling lifestyle goals, realizing philanthropic aspirations, and crafting a family legacy are integral to the successful financial plan — and that is precisely why we cultivate and maintain open, ongoing discussions within the close, trusted relationships we prize.
Retirement and Estate Planning
Whether you plan to retire many years from now or in the near future, planning is essential. This timing will, of course, be key to determining investment selection and risk levels, both of which demand insight and experience in creating the optimal portfolio mix.
Sound planning is equally vital to ensure proper management of your personal affairs while you are living and to control the distribution of wealth following your death. In both cases, count on our in-depth expertise in planning and execution, driven by a keen understanding of your priorities and preferences.
Insurance Strategies and Risk Management
A well-structured insurance strategy can help protect your loved ones from the negative financial consequences associated with unexpected events. We are pleased to assist our clients in securing the resources that will fulfill this meaningful objective for our clients.
Tax Strategies
Effectively orchestrating all aspects of your wealth helps ensure stable, long-lasting financial security. Maximizing capital is key, of course, and so is optimizing tax reduction opportunity. While there are many tax strategies to be tapped, it’s imperative to sync them harmoniously for the most advantageous outcomes. Understanding taxation’s nuances, we evaluate how each option will affect your overall position and then work to ensure that tax reduction strategies are sound and properly synergized throughout the portfolio.
We are thrilled to announce the re-launch of LifeCapital Partners as an independent registered investment advisor (RIA).
We are now fully independent, a change we made precisely because it enables us to serve our clients more strategically and comprehensively. Now, we can represent an international market in both clientele and investment options. You’ll have access to more advanced technology, a stronger platform, and greater investment flexibility with a wider range of investment options…the best of all worlds.
What will not change is our commitment to you and your families. You will retain direct access to your accounts, to us, and our team, exactly as you always have.
Your LifeCapital Partners Team