| 2024 Resolutions I hope your 2024 is off to a great start! One of my resolutions for 2024 is to improve the ways I help others, starting with changes at Lifetime Capital Group. After 17 years, we are changing the name of the firm to Lifetime Legacy Services. Lifetime Legacy Services will continue to serve our clients like we have since we started in 2006. The core of our practice will continue to use financial plans to help us guide those we serve when making important financial decisions. Our investment philosophy and approach will remain as it has since we started. We selected the new name to connect our past with our future while describing unique aspects of the expertise we’ve developed. Using our expertise, we can help those looking to unlock the potential in their real estate, optimize their company stock, and/or build a legacy. Visit our Website: Lifetime Legacy Services  Wealth Management for Real Estate Investors Our tailored solutions are designed to increase your cash flow, free up your wealth, and mitigate tax liabilities – because your financial success is our priority. We apply our experience in real estate investing to comprehensive wealth management, including retirement planning, investment strategies, tax planning, and innovative estate planning. In addition to real estate, we apply our expertise to wealth concentrated in company stock. About Rick Rick Raybin, Managing Director of Lifetime Legacy Services, is a Certified Financial Planner™. Lifetime Legacy Services (LLS) is an independent, fee-only financial planning and advisory firm that focuses on putting the needs of its clients above all else. “This is my purpose in life.” – Rick Raybin Rick has been providing financial advice since he began his career as a CPA. In 2006 he launched LLS as Lifetime Capital Group, a Registered Investment Advisor. In 2017, he published “Investing 3.0: What the Creators of Index Funds Discovered and How to Profit from It”. Rick is passionate about serving his clients well and pursuing excellence in everything he does – from work to developing educational content for investors to spending time with his family and loved ones. More about Rick Raybin Have you read my book? “Investing 3.0” by Rick Raybin Investing 3.0 is a clear and simple guide to successful investing in the 21st century. It provides a behind-the-scenes look at the development of index funds in the early 1970s and the proof why index funds consistently deliver higher returns than those who try to beat the market through individual stock picking, mutual fund manager picking, or market timing. Order on Amazon Did you find this information helpful? If you know anyone you think might benefit from our advise and expertise, please feel free to forward this to them. Thank you! |
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