Our Approach

Our approach is tailored to the lifestyle, priorities, goals, and dreams of each client we serve. We are able to grow wealth and protect legacies because of the rich knowledge and experience of our team and the strong relationships we build with our clients.

1

Discovery

After gathering the necessary data, we get to know the client through a questionnaire and in an in-person meeting. This enables us to work with the client to identify important objectives.

2

Strategy

With our objectives clearly defined, we build a strategy based on the discover of assets versus liabilities and needs versus wants.

3

Implementation

Once we’ve identified our strategy, we develop and implement a customized financial plan to reach the client’s objectives.

4

Refine

To ensure the continued success of our clients’ financial plan, we review and refine their portfolio regularly, making strategic changes relative to changing opportunities and options.

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