Bring stability back to your financial life.​
A unique approach designed to make income and principal protection the foundation of your financial plan.
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Follow the latest stock market updates.
Insight into breaking financial news, data, and analysis provided by the LifePro Asset Management team.
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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 - LifePro Asset Management

Income Security

Protect a portion of your retirement savings and receive a steady stream of income for the rest of your life.

Wealth Accumulation - LifePro Asset Management

Wealth Accumulation

Grow your net worth through tax-advantaged strategies that offer flexibility and protection.

Estate Preservation - LifePro Asset Management

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.

LifePro Asset Management Portal
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 - LifePro Asset Management

Tactical Opportunity Portfolio

8%+

TARGET RETURN OBJECTIVE

Take advantage of the market as it changes and leverage new and/or existing industries.

Tactical Dividend Portfolio - LifePro Asset Management

Tactical Dividend Portfolio

6-8%+

TARGET RETURN OBJECTIVE

Pursue a balance between growth and income to complement objectives.

Tactical Income Portfolio - LifePro Asset Management

Tactical Income Portfolio

4-6%+

TARGET RETURN OBJECTIVE

Maintain spending power while targeting returns above the investment grade bond market.

Tactical Preservation Portfolio - LifePro Asset Management

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: 11-25-19

In this week’s edition of the LPAM Review, we assess the current condition of the stock market and what an overbought condition has historically meant for future stock market returns, when combined with a similar interest rate and macroeconomic backdrop.

Read more »

Market & Portfolio Review: 11-18-19

In this week’s edition of the LPAM Review, we walk through how we navigate a stock market that is sitting at record highs and that sticking to a disciplined investment process is just as important in a strong market as it is during times of heightened uncertainty.

Read more »

Take the next step with LifePro Asset Management

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