Business Consulting

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.

Business Consulting with the Lifetime Touch

Our business consulting services aren’t just centered on attaining short-sighted objectives. With the added expertise of our tax and insurance teams, we go beyond the basics of business consulting for long-term success.

We provide business consulting services in the following areas:

Business monetization / liquidation management
Operational review and redirecting
Acquisition strategy
Contract negotiations
Expansion planning
Succession planning & oversight

Real estate purchase & sales
Major purchase consulting
Business conflict resolution
Employee compensation & insurance
Tax strategy

We are more than just a wealth management team. With our two sister companies, Lifetime Tax Advisors and Lifetime Insurance Services, 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.

Create and Define Your Legacy

At Lifetime Wealth Management, P.C. we build relationships with each client for the long-term. By taking the time to get to know your personal goals, dreams, and needs, we are able to provide superior financial advice to meet them.

Protect and Secure Your Legacy

Lifetime Insurance Services specializes in custom insurance plans that place you in the best coverage position while maximizing your premium dollars. We have the freedom to choose from multiple providers to build you one comprehensive plan. Go now

April 15th Is Just Another Day

Our Tax Advisors do more than just ensure that laws are followed and deadlines are met, we make sure your financial goals are met. We leave no stone unturned when it comes to finding every planning opportunity available to you. Go now angle double right icon