Services - LifeSmart Financial

Financial Services

One stop. Many options.

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

According to a recent study, only 27% of American workers are very confident that they will have enough money for a comfortable retirement.1 Additionally, an estimated 61% of American workers report feeling stressed about preparing for retirement.2

That’s where we come in.

We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.
Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.

* 1 Employee Benefit Research Institute. April 23, 2020. “2020 Retirement Confidence Survey Summary Report.” https://www.ebri.org/docs/default-source/rcs/2020-rcs/2020-rcs-summary-report.pdf?sfvrsn=84bc3d2f_7. Accessed Aug. 28, 2020.
* 2 Ibid.

OUR SERVICES

RETIREMENT INCOME STRATEGIES

We can help you decide which types of products may work best within your overall financial strategy.

WEALTH MANAGEMENT & INVESTMENTS

You may be able to use time to your advantage when investing for wealth accumulation.

LIFE INSURANCE

If helping loved ones maintain a standard of living and avoid financial hardships after your passing is a priority for you, life insurance products can help.

TAX-EFFICIENT STRATEGIES

Rising taxes may be a concern for anyone — especially for individuals approaching retirement.

ANNUITIES

Adding an annuity may be an opportunity to help ensure a portion of your retirement income will be guaranteed.

ASSET PROTECTION

Diversifying your retirement assets among a variety of vehicles may offer you the best chance of meeting your retirement income goals.

LONG-TERM CARE STRATEGIES

We can help evaluate your situation and determine what kinds of products could fit into a comprehensive long-term care strategy.

IRA/401(K) ROLLOVERS

We can help you determine if a rollover is the right move for you.

IRA LEGACY PLANNING

If you don’t anticipate needing your IRA money in retirement, you may wish to consider a legacy planning strategy.

We can also refer you to professionals who provide the following services:

Contact us

Address

12921 Cantrell Rd #206
Little Rock, AR 72223

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced on the website. Such offers can only be made where lawful under applicable law. LifeSmart Wealth Management, LLC does not provide investment advice through this website and does not represent that the securities or services discussed are suitable for any individual investor. Investors are not advised to rely on any information contained on the website and should conduct their own research and consult with appropriate professionals as part of the process of making a fully informed investment decision. This website does not provide specific tax, legal or accounting advice. The material on this website has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your personal tax, legal and accounting advisors for advice before engaging in any transaction. Certain portions of this website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of and/or provide access to LifeSmart Wealth Management, LLC (and those other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussions may no longer be reflective of current position(s) and/or recommendation(s).

At certain places on our website, we offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of LifeSmart Wealth Management, LLC. LifeSmart Wealth Management, LLC does not endorse, approve, certify, or control these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional and/or other independent professionals.. LifeSmart Wealth Management, LLC does not endorse or recommend any commercial product or service described on these websites.

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results. Asset allocation/diversification does not guarantee a profit or protect against a loss.

Advisory services offered through Sowell Management, a registered investment advisor.