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Robert Seropian

Port Saint Lucie, United States

https://robertvseropian.com/

Robert Seropian, based in Port Saint Lucie, Florida, possesses an impressive thirty years of senior-level experience in the financial services industry, having managed over $1 billion in retirement planning. As the president of Lifetime Wealth Advisors, he specializes in aiding individuals and couples with comprehensive retirement planning and wealth management services. Known for his expert guidance in retirement planning, Seropian develops customized financial strategies that ensure his clients achieve their long-term objectives and secure a financially stable retirement. In addition to his financial planning expertise, he serves on the board of directors for several private companies. He has been instrumental in aiding over 100 companies in going public, significantly contributing to their financial growth and enduring success. A holistic and impartial approach characterizes Seropian's leadership at Lifetime Wealth Advisors. His mission is to ensure that every dollar managed efficiently enhances the financial independence of his clients, whether they have substantial or modest retirement savings. The firm's approach is structured around a detailed seven-step methodology that combines qualitative and quantitative analysis to devise financial strategies that reduce risks and maximize growth, ensuring that decisions reflect the client's best interests. This process starts by assessing the client's envisioned retirement lifestyle and expenses, setting longevity assumptions, exploring income streams, and determining the optimal asset allocation. Strategic product choices focus on guaranteed principal protection and tax-deferred growth, with ongoing monitoring to adapt to life's changes, thus empowering clients with the knowledge to make informed decisions.

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