Lifetime Capital Planning Group

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700 Parker Sq Ste 190
Flower Mound, TX 75028
+1 (972) 410-2245
https://planltc.com

Lifetime Capital Planning Group is a financial planning firm based in Flower Mound, TX, specializing in retirement planning, long-term care planning, and tax planning. With a team of experienced advisors, they offer comprehensive retirement plans, various long-term care insurance options, and effective tax strategies to help clients achieve their financial goals. Their client-focused approach, industry expertise, and strategic alliances ensure that each client receives personalized and unbiased advice to maximize their financial security in retirement.

Led by Geoff E George, President and Principal Advisor, Lifetime Capital Planning Group is committed to exceeding client expectations by providing unparalleled knowledge, professionalism, and service. Geoff, along with Anne Allar, Partner and Director of Marketing, and Nicole Mattingly, Office Manager, bring a wealth of experience and expertise to the firm. With a strong presence in the local community and a dedication to financial education, Lifetime Capital Planning Group is a trusted resource for individuals and families seeking comprehensive and customized financial planning solutions.

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