Investment Advice
Manta has 28 businesses under Investment Advice in Pompano Beach, FL
Featured Company Listings
CLAIMED
Life Insurance
Financial Planner
Wealth Advisor
Life Plan Retirement Partners, LLC, primarily works as financial planners with two groups of individuals, the first being with seniors, their caregivers and family members, related to all aspects of financial planning for long-term care needs. We help develop all-encompassing long-term care plans, tax efficient wealth transfer structures and retirement strategies. Most plans start with our Long-Term Care Financial AssessmentSM that addresses various components: from income generation, Medicaid & Veteran’s Administration compliant insurance products to real estate transfer strategies, tax mitigation and principal protection, just to name a few. This approach helps seniors and families develop an action plan to address their long-term care plans, create a foundation based on their goals and set a financial plan in place for themselves and their loved ones. The second group are individuals who are either sports figures, celebrities or business owners. Here we use our LIfe Plan to educate them on areas of concern and to then develop a strategy bringing in other professional partners to address areas from estate structures, wealth accumulation, income generation, business valuation, succession planning, asset protection and risk mitigation. Each client’s situation is completely unique to them, so we work to provide a plan that incorporates their specific goals and needs, while working hand-in-hand with their agents, business managers, attorneys, and accountants to maximize the estate for the long-term, if that is 60 years for an athlete, 30 years for a retiring business owner, or 10 years for a senior.
4201 North Federal Highway # A
Pompano Beach, FL
(954) 933-3185
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
4701 North Federal Highway 324
Pompano Beach, FL
(954) 366-4032
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Investment Counselors
Categorized under Financial Advisory Services
Categorized under Mergers and Acquisitions
All Company Listings
CLAIMED
Life Insurance
Financial Planner
Wealth Advisor
Life Plan Retirement Partners, LLC, primarily works as financial planners with two groups of individuals, the first being with seniors, their caregivers and family members, related to all aspects of financial planning for long-term care needs. We help develop all-encompassing long-term care plans, tax efficient wealth transfer structures and retirement strategies. Most plans start with our Long-Term Care Financial AssessmentSM that addresses various components: from income generation, Medicaid & Veteran’s Administration compliant insurance products to real estate transfer strategies, tax mitigation and principal protection, just to name a few. This approach helps seniors and families develop an action plan to address their long-term care plans, create a foundation based on their goals and set a financial plan in place for themselves and their loved ones. The second group are individuals who are either sports figures, celebrities or business owners. Here we use our LIfe Plan to educate them on areas of concern and to then develop a strategy bringing in other professional partners to address areas from estate structures, wealth accumulation, income generation, business valuation, succession planning, asset protection and risk mitigation. Each client’s situation is completely unique to them, so we work to provide a plan that incorporates their specific goals and needs, while working hand-in-hand with their agents, business managers, attorneys, and accountants to maximize the estate for the long-term, if that is 60 years for an athlete, 30 years for a retiring business owner, or 10 years for a senior.
4201 North Federal Highway # A
Pompano Beach, FL
(954) 933-3185
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
4701 North Federal Highway 324
Pompano Beach, FL
(954) 366-4032
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Investment Counselors
Categorized under Financial Advisory Services
Categorized under Mergers and Acquisitions
49 North Federal Highway
Pompano Beach, FL
(954) 545-1554
Categorized under Financial Planning Consultants
Categorized under Financial Advisory Services
Pompano Beach, FL
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Planning Consultants
Categorized under Financial Advisory Services
Pompano Beach, FL
Categorized under Financial Advisory Services
Pompano Beach, FL
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Planning Consultants
Categorized under Financial Advisory Services
Categorized under Mergers and Acquisitions
Categorized under Financial Advisory Services
Categorized under Financial Planning Consultants
Categorized under Financial Advisory Services
Categorized under Financial Planning Consultants
2821 North Course Drive Apartment 107
Pompano Beach, FL
(954) 979-8075
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
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