Lifeline Innovations &
Insurance Solutions LLC
CA Insurance License #0K32220
2950 Buskirk Ave Ste 300
Walnut Creek, CA 94597
Phone: +1 800-503-0056
Or use our contact form.
Discover the advantages of a truly diversified strategic retirement plan to help you reduce taxes and fees, eliminate stock market volatility, and leave a legacy with Lifeline Innovations & Insurance Solutions. Learn more.
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Did you notice? The Rules of Money have changed!
Times have changed, and the last few years have made it clear that the financial world has changed in many ways.
It used to be so simple..... work hard, save money, and retire with a nice nest egg. But now, many people work without a guaranteed pension plan, Social Security is changing (and not necessarily for the better), and your entire nest egg may be at risk due to the ups and downs of the stock market.
Even if you're fortunate enough to have accumulated a nice nest egg, is it guaranteed?
What if you retired the week before a major stock market "correction".....?
Do you know what your tax rate will be when you retire?
Do you know that ALL of your income from your traditional 401(k) or IRA is taxable?
What if you're on track to accumulate a nice nest egg for your retirement, and you experience a life-changing medical crisis while you're still working? Can you maintain your standard of living if you have a major medical emergency and live?
Can you find a safe place to put your hard-earned money and get a decent return on that savings?
Can you afford to send your child to the college of your choice?
Are there cracks in the foundation of your financial future?
We're here to help!
We're different, and we're here to tell you that there ARE ways that you can grow your money SAFELY while earning a good return.
There ARE alternatives to the "traditional" ways of accumulating your money - withOUT risking it and trading tax savings today for a BIG tax bill tomorrow...
We're committed to changing the way Americans think about money and prepare for their financial future.
We're committed to educating people about SAFE and tax-FREE alternatives to position them to retire in comfort and dignity.
We've put together this website to educate you about our philosophy and strategies we can use to help YOU accumulate your nest egg safely and retire with more spendable income.
Explore these ideas and get to know us better. And let us know how we can help you chart a safer financial future!
The following story is told about real people who actually implemented some of the strategies we recommend, although they are not clients of Lifeline Innovations and Insurance Solutions LLC.