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.
Preservation Strategy
VOLATILITY LEVEL: BELOW AVERAGE
A tactical strategy for conservative investors that want to preserve capital first and do not require significant returns to meet their retirement goals.
Blue Chip + Strategy
VOLATILITY LEVEL: AVERAGE
A tactical strategy for investors that have a long-term mindset, but still want some income to complement their objectives.
Enhanced Income Strategy
VOLATILITY LEVEL: MODERATE
A tactical strategy focused on diversification and income generation to target high-yield returns throughout the bonds’ durations.
Opportunity Strategy
VOLATILITY LEVEL: AGGRESSIVE
A tactical strategy for opportunistic investors that have a long-term mindset and are seeking an absolute return strategy.
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: 9-30-24
In this week’s update, we review the global central bank easing and its impact on asset prices, opportunities, and risks for investors.
Market & Portfolio Review: 9-23-24
In this week’s update, we attempt to answer these important questions and take cues from the market and what market symptoms suggest for the prospects of a soft landing and a continuation of the bull market.
Market & Portfolio Review: 9-16-24
In this week’s market update, we review the price action of the S&P 500 and other risk assets, look ahead to the Federal Reserve meeting, and what we think may be the crucial takeaways from their policy decision.
