LifeSpend Planner helps you plan with confidence
Your LifeSpend plan helps you plan everything from sustainable spending and tax optimization to investment risk assessment and key life decisions. We use the MaxiFi platform to empower you to make smarter, more informed financial choices for a secure future. LifeSpend Planning works in concert with any current financial advisor you may have, covering areas of planning not usually covered by traditional financial planning.
Specifically, if you invest about an hour of your time with a LifeSpend Planner, you will be able to:
Find a Lifetime Spending Level You Can Afford
See the affordable spending level you can sustain for life based on your current and expected resources.
Maximize Your Financial Resources
Optimize your plan to get the most out of Social Security and your retirement accounts, including Roth conversions.
Comprehensively Project Tax and Benefit Calculations
Incorporates detailed federal, state, FICA and IRMAA tax calculations as well as Social Security benefits and Medicare Part B premiums.
Determine Appropriate Savings and Insurance Plans
Provides suggested levels of savings and life insurance coverage to maintain and protect your affordable spending level.
Evaluate Results Across Various Key Decisions
Compare your results for career choices, housing decisions, retirement planning and other financial decisions at any age and stage.
Click HERE to find out if LifeSpend Planning is right for YOU