PROCESS

Take control of your wealth one step at a time.

LifePro Asset Management’s process is a proprietary framework crafted to guide you through the necessary steps to enhance your wealth and bring stability back to your financial life.

The Wealth Enhancement Framework™

Our proprietary process allows you to be confident about how your wealth is managed. The four steps below outline the exact formula we use to enhance your wealth in the most tax-efficient manner, at the lowest cost.

Needs Analysis from LifePro Asset Management

STEP 1
Discover Needs

Determine financial objectives and build a wealth profile.

Secure Social Security Benefits, Annuities, and Life Insurance from LifePro Asset Management

STEP 2
Secure Lifestyle

Maximize principal protection tools to secure current lifestyle.

Investments from LifePro Asset Management

STEP 3
Invest Surplus

Calculate increased capacity and grow asset base with optimal risk.

Asset Management from LifePro Asset Management

STEP 4
Manage Assets

Deploy ongoing tactical management of assets to maximize returns.

Step 1: Discover Needs

Wealth enhancement starts with an in-depth discussion about what you want your financial life to be. We’ll then go through a shortfall and risk analysis and build your wealth profile. 

LifePro Asset Management Financial Investment Software
Needs Analysis from LifePro Asset Management
Needs Analysis from LifePro Asset Management
LifePro Asset Management Financial Investment Software
Secure Social Security Benefits, Annuities, and Life Insurance from LifePro Asset Management
Secure Social Security Benefits, Annuities, and Life Insurance from LifePro Asset Management

Step 2: Secure Lifestyle

The goal here is to protect your current state of living and make sure your lifestyle cannot be affected by market volatility. We do this through the use of principal protection tools that are tax-efficient and built for longevity.

Step 3: Invest Surplus

After we achieve income stability and tax protection, we then invest the surplus savings into the market to increase the potential return of the overall plan. The tactical investment strategy you pick will be dependent upon your needs.

LifePro Asset Management Financial Investment Software
Invest with LifePro Asset Management
Investments from LifePro Asset Management
 
Asset Management from LifePro Asset Management

Step 4: Manage Assets

We’ll actively manage your portfolio to make sure your plan stays consistent based on changes in your life and lifestyle. We’ll also review the plan periodically and look at investment performance.

Customized Financial Portfolios from LifePro Asset Management

Customized portfolios matched to meet your goals

Whether you want to save for retirement, generate additional streams of income, or manage risk, there’s a portfolio model for you.

Tactical Investing from LifePro Asset Management

Market indicators determine our internal 'traffic signals'

We have a series of five indicators that help us determine if we should quickly rotate our tactical investment portfolios from offense to defense.

Take the next step with LifePro Asset Management

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