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.
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.
STEP 1
Discover Needs
Determine financial objectives and build a wealth profile.
STEP 2
Secure Lifestyle
Maximize principal protection tools to secure current lifestyle.
STEP 3
Invest Surplus
Calculate increased capacity and grow asset base with optimal risk.
STEP 4
Manage Assets
Deploy ongoing tactical management of assets to maximize returns.
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.
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 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.
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.