Our Story

Large Enough to Serve, Small Enough to Care… For a Lifetime

As a business owner, you deal with thorny issues each day - health-care reform, compliance, retirement planning, wealth creation/management and, deferred compensation - every employee challenge in the book.

We seek to make the journey easier by assisting you with knowledgeable guidance so you can focus on what matters to you - your business. We want to be your partner, aligning our top-notch people with yours. The Lifetime Companies is large enough to serve - offering a variety of strategies to help pursue your goals - yet small enough to provide the personalized attention you deserve.

Our approach affects everything we do. As an example of our commitment, consider how we provide retirement plan consulting: We're ready and willing to act as a co-fiduciary [3(21)], providing you with sound recommendations for plan investment options, or as a full fiduciary [3(38)], with the sole responsibility and liability to select, monitor, and replace your plan's investment options. In essence, we put our name and reputation on the line for you.

Since we have no proprietary products to sell, our advisors can provide truly independent professional advice and investment recommendations.

You're unique, and we know you by name. As a business partner, we work hard to provide you with quality service and custom solutions to your needs.

We're large enough to serve, small enough to care… for a lifetime.

Our Process
Our History
Our Values