About Us
LifeLong Retirement Corp is dedicated to helping you safeguard your retirement nest egg through your lifetime and the generations that follow. What does that mean for you? It means we are there with you to lead you through your financial lifetime, from preparing for retirement, to accumulation, wealth transfer and beyond.
Our primary focus is to provide increasing lifelong income streams without subjecting your principlal to market loss. We do this with the desired goal of achieving the most tax efficient solution while taking care of your beneficiaries in the event of early departure.
In order to help you secure the most income possible in retirement in the most tax efficient manner possible, we place a high priority on Social Security planning, offered through our sister site, SocalSecurityQueen.com. Obtaining a Social Security maximization strategy early on in the process is important so we can plan your retirement income sources with the goal of helping you pay less in taxes throughout your lifetime. These are benefits you have worked hard for. You've earned it, so why not design a strategy to extract the maximum benefit you're entitled to?
Click the following link to download our brochure: 'LifeLong Retirement Corp Brochure.' Have a friend who might be interested in our services? Share our brochure with them to give them an overview of our practice!
As a solution-oriented, independent firm, LifeLong Retirement Corp is able to choose products that are right for the client, not just those that are offered by a parent company. We are a boutique firm that has a high touch approach; we still consider the old fashioned principles of customer relations and service as rudimentary to our combined success.
We seek to provide guidance for our clients that span their lifetimes, from the accumulation phase, to the distribution phase through to wealth transfer.
LifeLong Retirement Corp prides itself on being a company with whom its clients and business partners can trust. The company's founder, Michelle Ford, is someone who values honesty and integrity above all. This was tested when she was involved in a whistleblowing case with a previous employer and learned the hardships forced on those who stand strong for truth and principles, yet still persevered and achieved success.
Who works with us?
Our clients are those who have started accumulating assets towards their nest egg and are beginning to think about making educated decisions to prepare for retirement, Social Security, and/or legacy planning. Many of our clients are also business owners with a unique set of requirements and needs.
Our minimum asset requirements are flexible because we take your overall financial needs into consideration. A prospective client may not have the liquid investable assets available to them at the moment, but may have the earning and saving capacity to make them otherwise qualified.
Our clients are our biggest fans. We love to work with clients who can understand the true value of what we bring to the table. Consequently, our business is always growing through the amount of referrals and introductions we receive from clients, whether they have been with us for years, or only a few weeks!
Our client base is generally interested in securing protected outlets for their nest eggs in order to secure their lifestyles in retirement. They feel as though our more conservative approach fits nicely with their ideas for the future.
Our clients also feel comforted in our more compassionate style, which seeks to understand your true motivations and priorities and incorporate them into a blueprint for your financial future that you are comfortable with and can be proud of.
Our clients are our biggest fans. We love to work with clients who can understand the true value of what we bring to the table. Consequently, our business is always growing through the amount of referrals and introductions we receive from clients, whether they have been with us for years, or only a few weeks!
Whatever your profession or if you are already retired, if you are serious about making concrete plans for your future, you have come to the right place.
Our Philosophy
At LifeLong Retirement Corp, we take an approach that we believe is difficult to find among competitors. We create a plan for you that is:
