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At Lifetime Planning Concepts, we emphasize client education and a thorough understanding of our process. We believe a client's expectations must be managed before their money is managed. We have spent years studying and understanding investor behavior and will discuss specific behavioral factors in these pages that relates to investing, estate planning and retirement planning decisions.
Our "Learning Center" is divided into four main categories, "Lifetime Planning Concepts", "Toolbox",LPC Articles and Suggested Readings. The "Lifetime Planning Concepts" are an obvious takeoff from our name, but they deal with broad concepts that I have found need particular emphasis for clients. "Toolbox" is our attempt to layout all the tools available to planners as they assist clients. LPC Articles are copies of articles I have written on financial planning topics and selected readings is a bibliography of good books on topics of interest.
Tools and concepts are often misunderstood and misused. If you see a tool or concept that you may think could apply to you, please let us know so we can explore its usefulness to your own unique circumstances.
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If legal advice or other professional assistance is required, the services of a competent professional 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.