Featured Services
If you would like to schedule a Free Confidential Review
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Individual Clients: Can receive these Reviews. The ones highlighted can be done right on the web.
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Business Owners: We Can Help You in these situations.
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| Tax Review: Reduce taxes on Social Security Income and Unused 1099 Earnings. | Buy/Sell Agreement Funding |
| Family Protection Review: including Mortgage Protection and Income Replacement Review. | Key Person Coverage |
| Brokerage Accounts Review: Do you pay too much in fees? Or does your portfolio have to much Overlap in it? If you don’t know then you really need this review! | Split Dollar Arrangement |
| Pension Plan Review: 401(k), 403(b), 457, Profit Sharing, Roth IRA, Simple IRA, SEP IRA and Traditional IRA’s. | Executive Bonus |
| Financial Solvency Review: Do you worry about not having enough money to live on the rest of your life. This test will help you determine what your financial situation really is. | Pension Plan Planning and Implementation |
| Asset Protection Review: We will review your Wills, POA’s, Trust and Living Wills. To help you avoid the Cost and Delays of Probate and to make sure you are protected against Creditors. | 419 Death Benefit Only |
| Charitable Gifting & Wealth Transfer Review: Who do you want to receive your Estate? Your children? A Charity? Or the IRS? You get to Pick TWO! | 419(e) Single Employer Welfare Benefit Plans |
Registered Representative of and securities offered Through SICOR Securities, Inc.
Member FINRA, SIPC, MSRB
Home Office Address: 6500 Poe Ave. Suite 105, Dayton, OH 45414 (937) 890-3101
Lifetime Decisions Management, Inc. is not a subsidiary of nor controlled by SICOR Securities, Inc.