investment planning & Consulting
Clarity, consistency, and flexibility; these are three cornerstones of our approach to investment planning and consulting. Each client is unique, and we take the time to learn who you are. Your story helps us assess your current & long-term goals, so we can apply the right investment planning strategy to meet them.
Investment Planning with Lifetime Wealth Management
Investment planning with our team is about more than just growing your wealth. We ensure you invest in the right opportunities. We keep a keen eye on the most fruitful investment planning opportunities to further your growth and build a brighter future.
Some key elements we evaluate for your investment planning strategy include:
- Retirement goals
- Retirement needs
- Existing free cash flow
- Tax strategy
- Personal balance sheets
- Risk tolerance
- Education goals
- Philanthropic goals
- Legacy plans
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.