About Planned For Life
You’ve worked hard. You earn well.
But wealth without strategy often leads to missed opportunities, tax inefficiencies, or simply not enough time to enjoy the life you’ve built.
I know, because I’ve lived it.
I went from earning $12 an hour as an EMT to becoming a millionaire by 30 and financially free by 35. My wife and I didn’t get here because of luck or inheritance. We got here through smart business decisions, disciplined investing, and surrounding ourselves with the right mentors.
Now, I help business owners, investors, and families do the same.
At Planned for Life
we build intentional wealth strategies that give you:
Because financial freedom isn’t about retiring at 65. It’s about designing a life you love — today.
Our Comprehensive Services
For individuals who want to take control of their finances, eliminate debt, and start building a purposeful life plan. A holistic approach to you and your family’s unique goals.
Helping entrepreneurs own their business and not be owned by their business. Scale smarter, exit stronger. Whether you’re starting or growing a company, preparing for a sale, or restructuring for efficiency, we bring over 15 years of business experience and 7-figure acquisitions and exits to your side of the table.
Learn how I think about investing, from stocks and crypto to diversifying into private placements, real estate, metals, land, and syndications with strategies that build long-term wealth through appreciation and financial security through passive cashflow.
What is your retirement plan? What do you do if the market tanks the year you are supposed to retire? Are you saving enough? Should I invest in this asset with my tax-deferred account or my active income account? Without a proper plan retirement is a dream that will not be a reality for many.
Control your retirement with tools like Retire 4 Real, our inhouse state of the art Self-Directed Solo 401(k) solution, allowing you to Invest outside of Wall Street in real estate, syndications, metals, and private placements. For a limited time Retire 4 Real membership Includes free access to the Plan 4 Ever Investment Mastermind where we bring in real deals, real experts, do indepth underwriting, and so much more to help you think through your retirement and investing plans.
Mastermind Preview
Plan 4 Life Mastermind
Small-group coaching with monthly strategy sessions. Build community, accountability, and financial knowledge alongside like-minded achievers.
Plan 4 Ever Mastermind
An exclusive group for investors and entrepreneurs seeking accredited status or already accredited. Access vetted professionals, syndicators, and sponsors. Participate in live deal discussions, underwriting, and collaborative investing education.
Planned For Life
How We Work
At Planned for Life, we guide you through a comprehensive financial planning process designed to secure your future and achieve your financial aspirations with clarity and confidence.
Our 4-Step Process
Building a Strategy
We start with a holistic review of your assets, liabilities, goals, and knowledge base. We meet you where you are at and look to where you want to be and help you build the path that can take you there.
Scale Implement & Evaluate
We walk alongside you with accountability, support, and expert perspectives.
Implement with Confidence Active accountability
Monitor progress, remove inefficiencies, and adapt as needed.
Perfect the Plan
As your life evolves, your plan adapts with you — always Planned for Life.
Resources
Personal Finance Resources
Budgeting, debt elimination, family planning
Business Resources
Scaling, acquisitions & exits, and mission focused operational planning and more.
Investing Resources
Passive income, cash flow strategies, alternative investments, appreciation, depreciation, long and short term strategies and more.
Retirement Resources
Learn how I think through my own retirement with Retire 4 real 401(k), private assets, cashflow planning, trusts etc.
Kevin Malmgren
720-261-8050
PlannedForLife.com
Kevin@PlannedForLife.com
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