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.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Learn a little about worldwide currency in this fun infographic
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Knowing the rules may help you decide when to start benefits.
Four vacation destinations you might never have thought of.
At what point can you call a personal vehicle commercial?
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
In the world of finance, the effects of the "confidence gap" can be especially apparent.
$1 million in a diversified portfolio could help finance part of your retirement.
Around the country, attitudes about retirement are shifting.
Pundits say a lot of things about the markets. Let's see if you can keep up.
The decision whether to buy or rent a home may have long-term implications.
A special needs trust helps care for a special needs child when you’re gone.