The Lifetime Companies is a name you can trust. Through a relationship with LPL Financial, a FINRA and SIPC member, we offer access to a complete selection of investment services. The Lifetime Companies aids our customers in evaluating their own special circumstances and goals. Our capable team is trained to help you find the most suitable options.
Whether saving for retirement, preparing for a child’s education or purchasing a vacation home, the guidance of a professional Financial Consultant can provide the necessary support to help pursue your objectives.
WE ARE HERE FOR YOU
With LPL Financial as a back office, The Lifetime Wealth Advisors has the tools and abilities to cater to every size retirement plan. As a part of our Retirement Plan Consulting Program, we will strive to make sure your plan prospers!
Investment Due Diligence
Our advisors and friendly staff help relieve you of some of that burden. A specified investment committee and proper archiving seeks to ensure you are prepared for any DOL audit.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
There are things about Social Security that might surprise you.
It's important to understand how inflation is reported and how it can affect investments.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
For homeowners who think their property taxes are too high, there are ways to appeal.
What’s the deal with your yearly free credit report?
Learn when it may not make sense to file a claim on your home insurance.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
How do the markets usually react to elections? Was the 2016 election any different?
Here are five facts about Social Security that might surprise you.