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

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

 

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

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

Retirement Plan Distributions

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

Investment Strategies for Retirement

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

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

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

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

16 Wall Street Cliches in 60 Seconds

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

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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