Welcome to LifePlan 360!
Our Advisors live by a creed or a motto: Every one of our clients has a plan to get debt free immediately and have a plan to pay cash for our major purchase between now and retirement, an exact age for retirement, an exact amount they will need in retirement and an exact income equal or greater than 100% of the income they were living off of before retirement for their entire retirement and when they die they will leave an inheritance tax free and probate free.
Plan & Protect
A plan for and a plan to protect & cover all of lifes changes!
Eliminate Debt
The ability to eliminate debt and stay debt-free for life!
Calculate Income
Calculate exactly how much income they will draw for life!
Guaranteed Strategy
A guaranteed retirement strategy where they know exactly how much they will need for retirement!
Retirement Income
A retirement income that is 100% – 150% of the income they were living off of before they retired!
Total Protection
Protection from catastrophic events which include: financial, market and health related!
Probate & Estate
Probate & estate tax-free inheritance to your client heirs!
Provide Education
Provide the financial education that your client needs!
Future Purchases
The ability to pay cash for all future large ticket items!
LifePlan 360 Solutions
The Life Plan 360 provides the ability to:
- Create a plan for and a plan to protect & cover all of your life changes!
- The ability to eliminate your debt and stay debt-free for life!
- Calculate exactly how much income you will draw for life!
- Provide probate & estate tax-free inheritance to your heirs!
- Offer the financial education that you deserve!
- The ability to pay cash for all future large ticket items!
- Give a guaranteed retirement strategy where you know exactly how much you will need for retirement!
- Provide a retirement income that is 100% – 150% of the income you were living off of before you retired!
- Protect from catastrophic events which include: financial, market, and health-related!
Analyze Your Goals
LifePlan 360 looks at the whole picture from the day we take on the responsibility of this important task. It is our fiduciary responsibility to help you with a full plan that works without taking compensation into consideration. LifePlan 360 takes you from the day we meet into legacy years with a plan that solves everything financial in between. We are able to do this without changing your lifestyle, sacrificing family for finances, and accomplishing all of your goals with the same money you are using now! Our system takes into account all of the goals and shows a mathematically sound plan to accomplish it all guaranteed.
We Build a Stronger Relationship with You
When we teach you to build your impenetrable financial plan, you have created friends for life. As your lifestyle improves, you will look to us to assist you and your loved ones with the same service we provided you. It becomes generational! People trust us because we provided answers to the lifelong riddle, how much do I need and how will I retire to pay for everything?
LifePlan 360 System
What if you had a system that designed the perfect financial plan every time?
What if we educated you so you could build your own bulletproof financial plan?
What if our system could guide you through all steps to the ultimate financial plan?
LifePlan 360 is the life-changing system that can do all this and more!
"I am still shocked at the degree they helped me! Who knew that something this special even existed! WOW, I mean WOW! I am so proud of the things I have been able to accomplish with LifePlan 360. I finally have the peace of mind I needed, I can sleep at night because I now have a real financial plan!"
– Richard Thompson