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Robert Seropian
President of Lifetime Wealth Advisors LLC
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Robert Seropian

President of Lifetime Wealth Advisors LLC
Robert Seropian, from Port Saint Lucie, Florida, has amassed three decades of senior-level experience in the financial services industry, overseeing more than $1 billion in retirement planning. As president of Lifetime Wealth Advisors, he provides comprehensive support in retirement planning and wealth management for individuals and couples. Known for his expert insights, Seropian designs personalized financial strategies that ensure his clients achieve long-term prosperity and a secure retirement. His influence extends beyond individual financial planning; he also contributes his expertise on the boards of several private companies and has been instrumental in over 100 businesses achieving public status, significantly boosting their financial growth and long-term success. Under Seropian's leadership, Lifetime Wealth Advisors adopts a client-focused, all-encompassing approach. The firm is dedicated to making every dollar count, enhancing the financial independence of clients with both substantial and modest retirement savings through a meticulous seven-step process. This process integrates qualitative and quantitative analysis to devise financial strategies that minimize risk and maximize growth, ensuring all decisions align with the client's best interests. Beginning with a clear understanding of the client's retirement aspirations and financial needs, the approach progresses through longevity planning, income exploration, and asset allocation, concluding with strategic product selection and continuous plan adaptation to suit changing life circumstances. Seropian's commitment to providing independent, objective financial advice distinguishes him in the field. Free from the constraints of product commissions or affiliations, he and his team offer bespoke advice that optimizes client investments while ensuring their growth and protection. This approach solidifies his role as a trusted advisor for those seeking to secure their financial future. With an in-depth understanding of financial markets and personalized retirement planning, Seropian tailors each strategy to optimize retirement income, reduce tax liabilities, and cultivate generational wealth. His adaptive strategy is designed to align with the client's evolving needs, providing stability and flexibility. Furthermore, he is dedicated to delivering transparent, secure, and robust financial solutions that provide peace of mind to his clients as they transition into retirement. At Lifetime Wealth Advisors, Seropian and his team offer a variety of services and products geared towards preparing clients for retirement and safeguarding their legacy. These include developing income strategies, conducting insurance reviews, and setting up annuities and life insurance, focusing on guaranteed principal protection, tax-efficient growth, and sustained income streams. The firm's self-funded pension plans mimic traditional pensions by offering consistent monthly income, allowing clients to invest in stable assets like bonds and annuities to mitigate market risks while preserving growth potential. He also introduces Flexible Index Annuities (FIA) for their adaptability and favorable tax implications. These FIAs enable clients to enhance their retirement savings without the limitations of traditional retirement accounts. In his role at Lifetime Wealth Advisors, Seropian also assists clients in integrating insurance into their overall financial planning, assessing their lifestyle and potential risks to tailor insurance solutions that support their long-term objectives. Additionally, as an instructor with the nonprofit organization Adult Financial Education Services (AFES), Robert Seropian empowers his clients through educational courses and workshops, boosting their financial literacy and confidence to make decisions that align with their personal and financial goals.
Port Saint Lucie, Saint Lucie, State of Florida, United States
United States

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