We value your support in garnering introductions to others who may want to join our community.

 

Individuals We Serve Best.

LifeCraft specializes in financial independence and retirement income planning.  Therefore, we seek to work with clients who share the following traits, and characteristics:

      • Empty-Nesters (or have ‘Boomerang Kids’)

      • Are retired or are within 5 years of desired retirement age (typically, 55 - 65)

      • Want and Value Professional advice & guidance

      • Have been committed to setting resources aside for retirement

  LifeCraft Wealth Management & Financial Planning Group for DROP & FRS 

 

Organizations We Can Help.

LifeCraft can deliver a range of services such as financial education & retirement plans to companies, associations, and organizations.  Please help us identify the following types of:

Ÿ      • Corporations for Financial Education & Retirement Planning

Ÿ      • Community Service Groups      Ÿ  • Church & Synagogue Groups     Ÿ  • Associations

  LifeCraft Wealth Management & Financial Planning Group for DROP & FRS 

 

Financial Professionals.

LifeCraft will continue to add qualified Financial Professionals to our team in our hopes of delivering world-class service & performance to our clients.  The Financial Professionals we seek to bring onboard maintain the highest levels of integrity & character and are genuinely compassionate and understanding of others.

  LifeCraft Wealth Management & Financial Planning Group for DROP & FRS 

 

Service Providers.

LifeCraft is committed to building an “expert network” to facilitate solutions for our clients’ needs as they may arise.  To that end, we seek to be introduced to the following types of service providers that you may have had positive experiences with:

Ÿ      • CPAs              Ÿ• Attorneys                  • ŸHuman Resource Professionals       • ŸLife Coaches

  LifeCraft Wealth Management & Financial Planning Group for DROP & FRS