Request Appointment
Request Appointment

Wealth Planning

Educating families on financial pitfalls and wealth preservation strategies.

A person standing in front of a projector screen displaying interest rates and other financial information. The person appears to be giving a presentation or lecture in a classroom or office setting. A computer monitor and some papers are visible on a desk in the foreground.
A person standing in front of a projector screen displaying interest rates and other financial information. The person appears to be giving a presentation or lecture in a classroom or office setting. A computer monitor and some papers are visible on a desk in the foreground.
Financial Education

Guiding families through financial challenges and planning effectively. Learn how money works.

A newspaper page focused on financial information, including stock market data, recent issues, rates, major price changes, and investment fund details. Columns of numbers are interspersed with headings and small charts, printed on plain paper with a slightly off-white background.
A newspaper page focused on financial information, including stock market data, recent issues, rates, major price changes, and investment fund details. Columns of numbers are interspersed with headings and small charts, printed on plain paper with a slightly off-white background.
Wealth Creation

Helping families build and sustain their financial future. Learn how to build generational wealth.

A book titled 'Private Equity at Work' is positioned prominently on a wooden surface in the foreground. In the background, a group of people in business attire are engaged in conversation, suggesting a professional setting such as a conference or networking event.
A book titled 'Private Equity at Work' is positioned prominently on a wooden surface in the foreground. In the background, a group of people in business attire are engaged in conversation, suggesting a professional setting such as a conference or networking event.
A person is working on a laptop at a wooden table. Next to them is a stack of books relating to business and success, with titles visible such as 'The Warren Buffett Way' and 'The Deals That Made The World'. The setting appears to be professional, possibly an office or study.
A person is working on a laptop at a wooden table. Next to them is a stack of books relating to business and success, with titles visible such as 'The Warren Buffett Way' and 'The Deals That Made The World'. The setting appears to be professional, possibly an office or study.
Market Risk Avoidance

Learning and mitigating how to protect financial assets during down market.

Legacy Planning

Ensuring your wishes are documented. Create a Will & Revocable Trust.

→
→
→
→
People walk past a large, grey stone wall featuring a prominent red and white logo of a financial institution. The scene captures individuals in business attire, some holding umbrellas or wearing headphones.
People walk past a large, grey stone wall featuring a prominent red and white logo of a financial institution. The scene captures individuals in business attire, some holding umbrellas or wearing headphones.
Tax Free Retirement

Helping families learn how to generate tax-free income during retirement.

A marble surface displays five 100-dollar bills arranged in a fan shape. Above the bills, the words PASSIVE INCOME are spelled using wooden Scrabble tiles.
A marble surface displays five 100-dollar bills arranged in a fan shape. Above the bills, the words PASSIVE INCOME are spelled using wooden Scrabble tiles.
A stack of gold coins is neatly placed on top of a 500 Indian rupee banknote. The arrangement suggests a focus on wealth accumulation or savings. The background is plain and minimalistic, drawing attention to the currency and coins.
A stack of gold coins is neatly placed on top of a 500 Indian rupee banknote. The arrangement suggests a focus on wealth accumulation or savings. The background is plain and minimalistic, drawing attention to the currency and coins.
Income for Life

Educating families about ensuring lifetime income for both spouses' life.

Financial Planning

Secure your family’s financial future through smart and prudent planning

Request Consultation
Request Consultation
Protection Plan

Protect what is most important to you - your family.

Request Consultation
A young woman wearing glasses and a navy scarf stands in the foreground, holding textbooks labeled with accounting terms. She is dressed in a light blue uniform. In the background, a group of students are engaged in activities such as reading books and discussing among themselves, set against a brick building.
A young woman wearing glasses and a navy scarf stands in the foreground, holding textbooks labeled with accounting terms. She is dressed in a light blue uniform. In the background, a group of students are engaged in activities such as reading books and discussing among themselves, set against a brick building.
A well-organized bookshelf filled with a variety of books, mostly in Chinese, categorized under investment. The shelves are illuminated by warm light from two wall-mounted lamps, adding a cozy and inviting atmosphere to the space.
A well-organized bookshelf filled with a variety of books, mostly in Chinese, categorized under investment. The shelves are illuminated by warm light from two wall-mounted lamps, adding a cozy and inviting atmosphere to the space.
A person holds a smartphone displaying a financial or stock trading app, with detailed graphs and numerical data visible on the screen. In the background, there is a blurred computer monitor and office setting, suggesting a work environment.
A person holds a smartphone displaying a financial or stock trading app, with detailed graphs and numerical data visible on the screen. In the background, there is a blurred computer monitor and office setting, suggesting a work environment.
College Savings Plan

Save money for college - for kids, grand-kids and beyond.

Request Consultation
Probate Avoidance

Document your wishes - financial, medical, kids' guardianship & more.

Request Consultation
Asset Optimization

Optimize your financial assets from tax and market risks.

Request Consultation

Life Well Planned transformed our financial outlook. Their guidance on wealth planning & preservation was an immense help. We have a plan in place now to diversified tax-free income.

Siva S

A vintage poster from The Royal Bank of Canada showing a savings chart that projects potential worth at age 65 based on current age and monthly savings. The chart includes a list of ages from 20 to 50, and various monetary goals ranging from $5,000 to $40,000. The poster is displayed on a wooden stand with decorative red flowers beside it.
A vintage poster from The Royal Bank of Canada showing a savings chart that projects potential worth at age 65 based on current age and monthly savings. The chart includes a list of ages from 20 to 50, and various monetary goals ranging from $5,000 to $40,000. The poster is displayed on a wooden stand with decorative red flowers beside it.

★★★★★

Preserve Wealth

612-314-9010

Protect Family
Pass a Legacy

ask@lifewellplanned.us

© 2025. All rights reserved.