Bring stability back to your financial life.
A unique approach designed to make income and principal protection the foundation of your financial plan.
LifePro Asset Management is proud to partner with some of the most trusted companies in the industry.
LIFEPRO ASSET MANAGEMENT
Modern investing for the 21st century
Typical financial planning centers around volatility. We help you secure your lifestyle by maximizing the use of tax-efficient, principal protection tools and then increase your potential returns by investing the surplus savings.
Income Security
Protect a portion of your retirement savings and receive a steady stream of income for the rest of your life.
Wealth Accumulation
Grow your net worth through tax-advantaged strategies that offer flexibility and protection.
Estate Preservation
Mitigate the amount of taxes and legal implications made to your assets as they transfer to your heirs.
TAILORED SOLUTIONS
Custom-built portfolios tailored
to meet your needs
Everybody’s situation is different. We take the time to understand your needs and wants and handcraft a portfolio that reflects your unique situation. You’ll be able to track it in real time and have 24/7 access to the team.
TACTICAL INVESTING
Investment portfolios driven by time and based on capital needs
Our tactically managed investment portfolios are goal-oriented with investments that are recognizable and liquid. Your account is also fully-portable and can be moved at any time.
Preservation Strategy
VOLATILITY LEVEL: BELOW AVERAGE
A tactical strategy for conservative investors that want to preserve capital first and do not require significant returns to meet their retirement goals.
Blue Chip + Strategy
VOLATILITY LEVEL: AVERAGE
A tactical strategy for investors that have a long-term mindset, but still want some income to complement their objectives.
Enhanced Income Strategy
VOLATILITY LEVEL: MODERATE
A tactical strategy focused on diversification and income generation to target high-yield returns throughout the bonds’ durations.
Opportunity Strategy
VOLATILITY LEVEL: AGGRESSIVE
A tactical strategy for opportunistic investors that have a long-term mindset and are seeking an absolute return strategy.
LIFEPRO ASSET MANAGEMENT BLOG
Insights to keep you at the forefront
Stay alert with expert advice on the markets and economy. Below are some of LifePro Asset Management’s most recent posts.
Market & Portfolio Review: 11-4-24
In this week’s market update, we prepare clients for election day by reviewing essential price levels and symptoms across capital markets, whether symptoms offer overall market direction clues, and how we, as investors, can put on blinders to focus on the path ahead.
Market & Portfolio Review: 10-14-24
In this week’s update, we tackle questions around the influences of employment rates, inflation, and the election on the record
number of sideline investors.
Market & Portfolio Review: 10-7-24
In this week’s update, we will focus on what matters most: the direction of the world’s largest market, the U.S. economy, and how its growth prospects impact asset allocation over the short to medium term.
