Randall A Luebke RFC, Investment Advisor Representative, RMA, CWPP, CMP
Randall Luebke is an independent financial advisor and the Principal and Founder of Lifetime Paradigm, Inc., an intellectual property company specializing in providing Real Estate Integrated and Self-Directed Retirement Planning, Asset Protection, Estate and Tax Planning for Businesses, Home Owners and Real Estate Investors. Going well beyond traditional financial planning and wealth management, Randy specializes in providing Cash-Balance Pensions, 401(k) Profit Sharing and 401(h) Tax-Free Health Benefits Savings Plans. Randy’s focus is on providing his clients with one thing, “certainty”, by helping his clients to achieve all their financial goals in a better, smarter, safer way.
Randy has created a number of unique and proprietary systems to help his clients. Randy notes, “Most financial planners manage only some of their clients’ assets; typically, their stocks, bonds and commodities. However, if you made a list of ALL your assets and, if real estate is on that list, isn’t it likely that your real estate would be your single biggest asset? If you have a mortgage, isn’t it likely to be your single biggest liability? Unfortunately, the traditional financial services industry gives you lip service, at best, in helping you to manage these very significant numbers. I think this is wrong.” Randy asks, “Wouldn’t it make sense to implement strategies that manage all of your assets and not just some of them? Wouldn’t it also make sense to develop strategies to manage your liabilities, your income and then to incorporate all these strategies into one comprehensive financial plan? Wouldn’t that be a better, smarter, safer way to plan for your retirement?”
With over 30 years of experience, Randy is a Register Financial Consultant, an Investment Advisor Representative, and a Registered Mortgage Advisor. He is a life insurance agent, a real estate broker, a mortgage broker, a stock broker and an educator. In addition to his practice located in Newport Beach, California, Randy trains financial planners, attorneys, Realtors, CPA’s, stock brokers and insurance agents from all over the country, teaching them how to become better stewards of their clients’ money. His experience, knowledge and proprietary systems have helped scores of clients live less stressful and more fulfilling lives.
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International Association of Registered Financial Consultants, Wealth Protection Institute, Certified Medicaid Planning Board, Financial Planning Association, National Association of Tax Professionals
