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Welcome to Lifetime Planning Concepts, P.C., offering fee-only advice for your retirement, investing or estate planning needs. Advice without conflicts of interest and strategies rather than products reflect our values.
 Death Tax Repeal? Not Exactly! As a Certified Public Accountant with the advanced designation, Personal Financial Specialist, James A. Shambo is a recognized leader in the profession. Lifetime Planning Concepts is unique in the financial planning industry. "I construct passive index portfolios to match my client's tolerance for risk, while minimizing costs, turnover and income taxes. Putting client's interest first and fostering trust is critical, so I make sure that 100% of my revenue comes solely from my clients and never as a result of a purchase or sale of a financial product."
Review our Privacy Notice Thanks again for visiting and please let us know what you think of our site by clicking on "Feedback". - But first - Check out our article in the Learning Center "Retirement Calculator Disasters" to find out why retirement calculators are suggesting overly rosy investment scenarios. DISCLAIMER This web site is designed to provide information on the subject matters covered. It is provided with the understanding that the publisher of this information is not engaged in rendering legal advice, investment advice or other professional services. The publisher is not responsible for any misrepresentations or errors regarding information listed here or on any linked sites. All information provided is for informational purposes only. We are not responsible for the reliance on this information. If legal advice or other professional assistance is required, the services of a competent professional person should be sought. The publisher is not affiliated with any goverment organizations listed here nor does he claim to be a government agency of any sort. Consult your financial and/or legal advisor before acting on any information found here, or anywhere else on the Web. This website is a private web site and is not associated, authorized, affiliated with, or sponsored by any goverment, nor do we claim to be. |
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