Group Insurance and Retirement Specialists

3(21) and 3(38) Fiduciary Advisory Services

RE: Retirement Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

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

LPL Financial

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!

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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.

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Insurance

As independent brokers/advisors with LPL Financial we are completely free to find the appropriate products for our clients. No product works for everyone, so we compare all the top carriers and really find one that fits! 

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Community Involvement

Participant Newsletters

Participant Newsletter Q3 2014
Boletín de Participante Q3 2014

Helpful Content

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

 

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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