LifeCycle Finance Partners is an investment advisory firm that develops innovative solutions to manage risk for retail and institutional investors. Our primary focus is retirement, where we focus on generating reliable income.
Unlike most of the industry, we develop true income-targeting strategies tailored to the needs of the average investor. The shift from traditional pension plans to individual accounts has created a problem: How much can a household spend in retirement, and how should that household invest to best achieve its goals?
We offer technology solutions that financial planners use to develop investment and spending strategies that can provide a secure, predictable retirement for each of their clients. We also consult on retirement technology and risk-management solutions for larger institutions.