Eventually, we all go through three distinct phases: accumulating assets, taking retirement income, and instilling family values that endure after we’re gone. Today’s planning must impact all three of those phases. With a focus on protecting, defending and preserving not only your lifetime income, but also your family values, Lance’s practice focuses on phases two and three.

It’s extremely important you understand the rules for the phase you’re in – and we’re not all in the same place – because the rules you use during your working career don’t apply to your retirement life … and they definitely don’t apply to life after death. You need an exit strategy for your retirement!