Your business is your baby, and, just like raising children, it often takes a team. That’s where our business consulting services comes in. Our team is a melting pot of richly experienced experts in wealth management, tax advising, business consulting, and the insurance sphere.
We provide business consulting services in the following areas:
- Business monetization/liquidation management
- Operational review and redirecting
- Acquisition strategy
- Contract negotionations
- Expansion planning
- Succession planning & oversight
- Real estate purchase & sales
- Major purchase consulting
- Business conflict resolution
- Exployee compensation & insurance
- Tax strategy
Our success at Lifetime comes from the quality of our clientele, not from the quantity of clients. We specialize in learning who you are and what your needs and expectations are.
We are more than just a wealth management team. With our two sister companies, Lifetime Tax Advisors, Inc. and Lifetime Insurance Services, Inc., we are uniquely positioned to serve as a one-stop-shop for all of our clients’ financial needs. We foster meaningful relationships with our clients, so we can develop a thoughtful, holistic approach to meeting their goals and protecting their legacy.
560 E. I-30, Suite 110 Rockwall TX 75087
Lifetime Tax Advisors
LIFETIME WEALTH MANAGEMENT, P.C. IS A SEC REGISTERED INVESTMENT ADVISORY FIRM (RIA)
LIFETIME WEALTH MANAGEMENT, P.C., LIFETIME TAX ADVISORS INC. AND LIFETIME INSURANCE SERVICES, INC. ARE LEGAL SEPARATE ENTITIES.