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Worried that your financial strategy is Missing Something?


We’re here to help you feel confident in your financial future.

Your Dreams Matter

At True Life Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

The True Retirement Plan

Our True Retirement Plan is a process that offers you a level of service and care we don’t think you’ve ever experienced before. We help you discover the things that really matter to you on your path to financial freedom.

Social Security Strategy

This is the complete analysis of all your Social Security claiming options. We figure out the best time for you to take Social Security unique to your situation. You will know exactly if you’re able to delay your Social Security and how much money and tax you could potentially save by doing so.

Growth & Loss Plan

Largely, being True to yourself and your money is to know exactly how much growth potential you want to have with your money and also how much loss potential. This defines that blend and is an actual plan for your investing for the future. You’ll have full understanding of what growth expectations you have and why, and what protections you have also.

Retirement Income Analysis

This is a complete analysis of your unique financial situation to determine what kind of retirement income you need. There are different types of retirement income plans (bucket, tiered, static) and this provides the right income plan for your specific needs in retirement. This plan illuminates where your income will come from, how, when and why.

Tax Efficient Strategy

In addition to potentially saving taxes with your unique Social Security strategy, this plan uncovers other areas of potential tax savings. We determine if Roth conversions, sequential income strategies or life insurance policy loans could enhance significant tax savings for your retirement plan.

Written Income Ledger

This is the actual written ledger of your retirement income. This custom ledger is what actually shows you all your income sources for the rest of your life. Often, there are different income sources that begin or end in different years in the future; this plan accounts for all with ease of understanding.

Wealth Management

This part of the plan is the management of your invested money in all accounts unique to you per your Income Analysis, Growth & Loss Plan, and Tax Strategy. This shows where every dollar is invested and why, while factoring in growth expectations you have with potential safeguards in place unique to your needs.

Long-Term Care Plan

A large part of being True to ourselves and every aspect of retirement is facing the potential need for long-term care (LTC). This is your LTC plan, whether your desired plan is to self-pay, purchase LTC coverage or incorporate hybrid alternatives such as annuity income-doublers or life insurance with LTC riders.

Strategic Partner in Estate Planning

With an estate planning attorney on retainer, this is the complete analysis of all your legal documents; wills, trusts, POA and health care surrogate. Estate plan updates and/or new documents unique to your situation are provided at efficient client pricing with the attorney on retainer and summarized in this plan.

Legacy Plan

Being True to yourself and your money also means defining what your money does when you pass away. Adult children, grandchildren, charity; will they get whatever is left, or a set planned-for amount? This plan defines your personal legacy goals and implements the correct strategy per your unique situation.

Social Security Strategy

This is the complete analysis of all your Social Security claiming options. We figure out the best time for you to take social security unique to your situation. You will know exactly if you’re able to delay your Social Security and how much money and tax you could potentially save by doing so.

Growth & Loss Plan

Largely, being True to yourself and your money is to know exactly how much growth potential you want to have with your money and also how much loss potential. This defines that blend and is an actual plan for your investing for the future. You’ll have full understanding of what growth expectations you have and why, and what protections you have also.

Retirement Income Analysis

This is a complete analysis of your unique financial situation to determine what kind of Retirement Income you need. There are different types of Retirement Income Plans (bucket, tiered, static) and this provides the right income plan for your specific needs in retirement. This plan illuminates where your income will come from, how, when, and why.

Tax Strategy

In addition to potentially saving taxes with your unique Social Security Strategy, this plan uncovers other areas of potential tax savings. We determine if Roth Conversions, Sequential Income Strategies, or Life Insurance policy loans could enhance significant tax savings for your retirement plan.

Written Income Ledger

This is the actual written ledger of your retirement income. This custom ledger is what actually shows you all your income sources for the rest of your life. Often, there are different income sources that begin or end in different years in the future, this plan accounts for all with ease of understanding.

Wealth Management

This part of the plan is the management of your invested money in all accounts unique to you per your Income Analysis, Growth & Loss Plan, and Tax Strategy. This shows where every dollar is invested and why, while factoring in growth expectations you have with potential safeguards in place unique to your needs.

Long Term Care Plan

A Large part of being True to ourselves and every aspect of retirement is facing the potential need for LTC. This is your LTC plan whether your desired plan is to self-pay, purchase LTC coverage, or incorporate hybrid alternatives such as annuity income-doublers or Life Insurance with LTC riders.

Estate Planning

With Estate Planning attorney on retainer, this is the complete analysis of all your legal documents; wills, trusts, POA, health care surrogate. Estate plan updates and/or new documents unique to your situation provided at efficient client pricing with the attorney on retainer and summarized in this plan.

Legacy Plan

Being True to yourself and your money also means defining what your money does when you pass away. Adult children, grandchildren, charity; will they get whatever is left, or a set planned-for amount? This plan defines your personal Legacy goals and implements the correct strategy per your unique situation.

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 800.683.7343.

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