LifeCycle Finance Partners is a investment advisory firm that develops innovative investment solutions to manage risk for retail and institutional investors. Our primary focus is retirement, where we focus on income.
We are unique because we develop true income-targeting strategies tailored to the needs of the average investor. Shifting from traditional pension plans to individual accounts created a problem without a solution: How much can a household spend in retirement, and how should people invest to best achieve that goal?
We offer technology solutions for financial planners to help their clients develop a spending and investment strategy that can provide a secure, predictable retirement. We also consult on retirement technology and risk solutions for larger institutions.