Life Capitalized Financial
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Comprehensive Financial Strategies

 Navigating the financial landscape can be complex, from investing to estate planning. Our team provides comprehensive financial planning services tailored to your unique needs. We'll work with you to:

  • Develop personalized investment strategies that align with your risk tolerance, objectives and long-term goals. This includes inflation protection strategies and tax-smart strategies. 
  • Create a comprehensive financial plan encompassing budgeting, saving, and debt management, major purchases, special needs.
  • Explore modular financial planning you and your financial professional can customize a plan that works best for you and your unique needs and goals. Some arrangements allow you to receive on-call support, meaning we are ready to help you with personalized guidance as financial planning questions arise in your life.
  • Explore estate planning options to protect your assets and ensure a smooth transition for your loved ones. We offer valuable guidance on how wills, trusts, and general estate planning know-how might fit into your overall financial strategy. 

We're here for you

Let us help you make informed decisions for a more confident financial future. 

Have A Question About Investing?

Click on the button below to contact us and to learn more.

Learn more

Start Planning

Set up a Consultation

Disclosure

All investing is subject to risk, including the possible loss of the money you invest.

 No strategy assures success or prevents against loss.

Contact Us

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Better yet, see us in person!

We love our clients so feel free to set up an appointment to come see us. 

Alternatively, feel welcome to request a virtual appointment if that works better for you.

Life Capitalized Financial

100 Southeast 3rd Avenue, Fort Lauderdale, Florida 33394, United States

Hours

Mon

09:00 am – 05:00 pm

Tue

09:00 am – 05:00 pm

Wed

09:00 am – 05:00 pm

Thu

09:00 am – 05:00 pm

Fri

09:00 am – 05:00 pm

Sat

Closed

Sun

Closed

Check the background of your financial professional on FINRA's BrokerCheck. . 


Investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member SIPC, 2600 North Military Trail, Suite 420, Boca Raton, FL 33431. 561-314-3100 www.htk.com. Any other business entity or name that your financial professional markets their securities and advisory services under is not affiliated with HTK. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. 


Our representatives are insurance and securities licensed in Florida.  Our representatives are licensed to offer insurance and security products in our resident state(s) of FLORIDA, in addition to other states. For additional licensing information please contact our office. This is not an offer or solicitation of products and/or services in states where not properly licensed and/or registered. 

Life Capitalized Financial

100 Southeast 3rd Avenue, Fort Lauderdale, Florida 33394, United States

Copyright © 2024 Life Capitalized Financial LLC - All Rights Reserved.

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