We know how many areas of your life can get hectic, and we are here to make sure that becoming a part of our Lifetime family isn’t one of them! As a part of that mission, we’ve included essential resources all in one place below for your convenience.
New Client Questionnaire
Initial Meeting Documents
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.
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.