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.
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
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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.
