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.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
However exciting retiring abroad may sound, it deserves considerable planning.
There are common mistakes you can avoid when saving for retirement.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
There are things about Social Security that might surprise you.
Five strategies for managing your student debt.
Tax preparation may be the perfect time to give the household budget a check-up.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Are you ready for retirement? Here are five words you should consider.
Do you know these three personal finance sayings?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
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.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.