Request For Proposal Services

RFP Services Simplified

The Lifetime Wealth Advisors, utilizing LPL Financial tools, can conduct a robust search among well known providers on the market (specific to the plan size). Our RFP process consists of four steps, which can take up to three weeks to complete, depending on the plan's complexity and communication efforts. The steps are:

  1. Initial meeting to gather plan specific information, evaluate the current plan, and gather what you, the client, hope to accomplish through the RFP.
  2. Electronically notify potential plan providers of the RFP process and simultaneously send them information regarding the current plan.
  3. Gather provider proposals and narrow down the number of proposals to a couple qualifying providers.
  4. Facilitate finalist meetings for the client and assist with the selection process.

To request an RFP, please complete the form below:

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