Bring stability back to your financial life.
A unique approach designed to make income and principal protection the foundation of your financial plan.
LifePro Asset Management is proud to partner with some of the most trusted companies in the industry.
LIFEPRO ASSET MANAGEMENT
Modern investing for the 21st century
Typical financial planning centers around volatility. We help you secure your lifestyle by maximizing the use of tax-efficient, principal protection tools and then increase your potential returns by investing the surplus savings.
Income Security
Protect a portion of your retirement savings and receive a steady stream of income for the rest of your life.
Wealth Accumulation
Grow your net worth through tax-advantaged strategies that offer flexibility and protection.
Estate Preservation
Mitigate the amount of taxes and legal implications made to your assets as they transfer to your heirs.
TAILORED SOLUTIONS
Custom-built portfolios tailored
to meet your needs
Everybody’s situation is different. We take the time to understand your needs and wants and handcraft a portfolio that reflects your unique situation. You’ll be able to track it in real time and have 24/7 access to the team.
TACTICAL INVESTING
Investment portfolios driven by time and based on capital needs
Our tactically managed investment portfolios are goal-oriented with investments that are recognizable and liquid. Your account is also fully-portable and can be moved at any time.
Tactical Opportunity Portfolio
8%+
TARGET RETURN OBJECTIVE
Take advantage of the market as it changes and leverage new and/or existing industries.
Tactical Preservation Portfolio
2-4%+
TARGET RETURN OBJECTIVE
Preserve capital first with no significant returns required to meet retirement goals.
LIFEPRO ASSET MANAGEMENT BLOG
Insights to keep you at the forefront
Stay alert with expert advice on the markets and economy. Below are some of LifePro Asset Management’s most recent posts.
Market & Portfolio Review: 5-20-22
In this week’s market update, we are going to discuss how we are preparing for the recovery so that when it happens, client portfolios will be well-positioned to benefit vs. those that are panicky and going to cash in the latter stages of the selloff.
Market & Portfolio Review: 5-13-22
In this week’s stock market update, we are going to review the formal game plan going forward as we navigate the current market panic.
Market & Portfolio Review: 5-6-22
In this week’s weekly update, we will be discussing how a financial plan can help you navigate through tumultuous times in the market.
