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 and 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 that success 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

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