More Info

Life Cycle Planners is a planning firm to help you find the best retirement and insurance solutions. As a local company, we can meet with you to create a plan or review your existing one.

General Info
Specials/ Promotions: Complementary initial session.
Services/Products
Fixed Indexed Annuities, Premium Financing, Life settlements, Life Insurance Without Commissions, Long Term Care, Policy Review Service
Categories

Reviews

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JF
Jacob F.

11/25/2018

Overall
Expertise
Professionalism

My wife and I decided it was time to start saving fo our retirement and saving money to send our kids to college. The Bernstein's came highly recommended by a friend. After looking into them we determined that this was the best place. They answered all of our questions and made sure we invested our money into the places that would work best for us. We highly recommend this company.

TM
Trish M.

11/25/2018

Overall
Expertise
Professionalism

I am so thankful to my grandfather, who all of a sudden got very sick. He worked with the Bernstein family to set up his financial goals. And if it wasn't for them helping him put his money away we wouldn't have the funds to take care of him. I myself have started to work with them to save for my retirement. Thank you Mr. and Mrs. Bernstein!

KD
Karina D.

11/25/2018

Overall
Expertise
Professionalism

I figured at today's day in age I needed to start saving at a young age for my retirement. And I am so glad that I came across the Bernstein family. They have set me up where I feel really good about my retirement. I highly recommend this company.

ST
Shawn T.

11/25/2018

Overall
Expertise
Professionalism

Ted has always done well with my grandmother in her retirement, and now I'm planning for my retirement. I'm so happy with Ted's work I highly recommend Mr. Bernstein and his wife.

Details

Phone: (561) 869-4500

Address: 980 N Federal Hwy, Boca Raton, FL 33432

Website: http://lifecyclefinancialplanners.com

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