Lifetime Capital Planning Group LLC

Your Dreams. Your Goals. Our Focus.

Financial planner in Flower Mound, TX (show on map)

Lifetime Capital Planning Group offers retirement, long-term care, and tax planning services with a fiduciary approach, focusing on comprehensive financial planning for individuals and families.

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About

Lifetime Capital Planning Group is a fee-based Registered Investment Advisory Firm based in Flower Mound, TX, offering retirement planning, long-term care planning, and tax planning services. The firm focuses on developing, implementing, and executing effective financial plans for pre-retirees, retirees, and those already retired, addressing key retirement risks such as longevity, incapacity, market risk, inflation, and taxation.

Services include fee-based advisory, flat-fee advisory, and fiduciary investment advice, with a commitment to putting clients' interests first.

Fee-based advisory services

Flat-fee advisory options

Fiduciary approach

Comprehensive retirement and long-term care planning

Services

Retirement Planning

Helps individuals and families plan for retirement, whether just starting or already retired, by building comprehensive retirement plans rather than selling retirement products.

Comprehensive retirement planning Fee-based advisory services Fiduciary approach

Long Term Care Planning

Offers all types of Long Term Care Insurance policies from major carriers and helps clients plan without insurance, including those already needing care.

Long Term Care Insurance policies Fee-based long-term care advisory Planning without insurance

Tax Planning

Provides effective tax planning to help clients keep more of their retirement income, considering future tax rate increases and fiscal policies.

Effective tax planning Future tax rate considerations Fiscal policy analysis

Credentials & Certifications

Fee-based Investment Advisor Representative

Member, Society for Financial Awareness (SOFA)

Series 65 License Holder

Since 2025-11-01

Frequently Asked Questions

What is a Fiduciary? +

A fiduciary is a party with a legal and ethical duty to act in the best interests of another party, ensuring that all financial recommendations prioritize the client's interests.