Retired
Retire your worries, not your dreams.
Retirement should be about living, not money stress. At Lifeworks Advisors, we help you enjoy your golden years with confidence. Our tailored strategies balance your current needs with long-term security, so you can live richly today knowing your wealth will last. It’s time to focus on what truly matters.
Stop sacrificing today's joy for tomorrow's security.
Retire with confidence, not compromise.
Traditional approaches often fall short. Fixed income strategies struggle with inflation, and typical equity portfolios carry unnecessary risks. Our dynamic approach aligns your investments with your cash flow needs, ensuring short-term income security while keeping most of your portfolio growing for the long haul. With Lifeworks Advisors, you don’t have to choose between enjoying retirement and preserving wealth—you can do both.
How a Lifeworks membership works
Our flat-fee membership is designed to save you money.
At Lifeworks, we like to keep things simple. We charge one low monthly fee for the most comprehensive financial planning services we know of. For most clients, it works out to much less than the percentage of assets and investment fees many advisors charge. And you get so much more, including:
- A comprehensive financial plan that aligns your values and your money
- Quarterly meetings to keep you on track and your plan current
- A dedicated family-office-style team of financial advisors
- Dedicated tax planning meetings throughout the year with your financial advisor and our CPA partners
- Access to discounted 1040 tax preparation and filing from our CPA partners throughout the country
- 3-year audit of business, real estate, and personal returns
- Free Will & Estate Plan
- Risk mitigation strategies to protect your wealth and your family
- No commissions, hidden fees, or kickbacks…ever.
- We don’t require you to move your money.
- No high-pressure sales tactics. We’re here to serve.
- No risk or style buckets. Investments personalized to your plan.
Retirement freedom is as easy as 1, 2, 3.
We help you organize and simplify your financial life so you feel in charge of your money.
Book a meeting.
Our online scheduling makes it a breeze to find the best time for you.
Meet your advisor.
Get to know your advisor, who will be with you every step of the way.
Build your plan.
We’ll help you build a tailored roadmap so you can live your best life.
Maximize your retirement freedom.
Enjoy the life you’ve worked so hard for without compromising your future. Our strategies help you make the most of your wealth now while ensuring it lasts a lifetime.
Steady income, growing wealth
Our innovative approach secures your short-term needs while allowing long-term growth. Experience steady income and a growing nest egg.
Spend without guilt, save without sacrifice
Create a flexible strategy aligned with your values and goals. Enjoy life’s pleasures, knowing you’re on track for the long term.
Keep more of what you’ve earned
Minimize taxes and maximize income with smart withdrawal tactics. Navigate RMDs and Roth conversions with confidence.
Turn travel dreams into a reality
Budget for adventures and maximize travel rewards without compromising your financial security. Your retirement, your way.
Grow your wealth, shrink your worries.
Safeguard your hard-earned wealth while keeping it working for you. Our strategies help you navigate market volatility and inflation with confidence.
Your money is always working.
Our sophisticated, low-fee approach balances growth and security. Your portfolio adapts to market conditions and your changing needs.
Stay ahead of inflation.
Employ innovative tactics to help your wealth outpace inflation. Protect your purchasing power for years to come.
Protect what you’ve built.
Assess your insurance needs and find the right coverage at the best price. From long-term care to life insurance, we’ve got you covered.
Secure your health and wealth.
Navigate Medicare, supplement plans, and healthcare costs confidently. Protect your health and your wealth as you age.
Leave a lasting impact.
Your impact doesn’t end with retirement—it evolves. We’ll help you create a meaningful legacy while you enjoy life to the fullest.
Align your wealth with your values.
Create a legacy that reflects your life’s purpose and passions. Make your mark on the world.
Secure your family’s future.
Ensure your wishes are honored with comprehensive estate planning. Transfer wealth efficiently to your heirs or favorite causes.
Change lives, save on taxes.
Make a lasting impact on the causes you care about. Maximize your giving while minimizing your tax burden.
Empower the next generation.
Pass on more than just money. Share your financial wisdom, ensuring a legacy of financial responsibility.
Take the first step towards your dream retirement.
Our advisors are ready to show you how you can align your wealth with your values. Book a meeting now and take your first step towards financial freedom.