Life Strategy Partners
Life Strategy Partners is a fee-only wealth management firm in Tucson, AZ, that services clients locally and throughout the country. Our holistic planning process is designed to put your interests first and focus on increasing your sense of financial well-being and life satisfaction. This process will not only help you to clarify your values, priorities, circumstances, and aspirations but also guide you in defining and designing your unique version of a meaningful retirement.
We offer two unique Life Plans tailored to suit your life stage:
- The "Accumulation" Life Plan 360 is intended for individuals more than ten years from retirement and in the accumulation phase of their lives. This plan focuses on Tax-Smart Asset Location Planning, Cashflow Optimization, Goal Planning, Pro-Active Tax Planning, Employee Benefit Optimization, Asset Protection Planning, Financial Coaching, and Inheritance Income Planning.
- The "Retirement" Life Plan 360 is intended for individuals within ten years of retirement or retired and in the decumulation phase of their lives. This plan focuses on Tax-Smart Distribution Planning, Cashflow Optimization, Pro-Active Tax Planning, Social Security Optimization, Philanthropic Planning, Asset Protection Planning, Legacy and Estate Planning, and Planning the Journey into Elderhood.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.