What We Offer


Specializing in Wealth Accumulation and Wealth Preservation

Business consulting
Investment Management – Discretionary
Investment Management – Non Discretionary
Investment Consulting
Financial Planning & Development
Estate Planning
Retirement Planning
Charitable Giving Planning

Cash Flow Planning
Education Planning
Life Planning
Legacy Planning
Major Purchase Consulting
Employee Benefits Consulting
Executive Benefits Consulting
Business Succession Planning

Our Process

1. Identify needs.
2. Client Discovery: Gather necessary data and identify client objectives through client questionnaire.
3. Evaluate Current Financial State:
      i. Assets vs. Liabilities
      ii. Cash Inflow vs. Outflows
      iii. Needs vs. Wants
4. Financial Plan Development: Recommendations to clients.
5. Financial Plan Implementation: Putting our recommendations to work for you.
6. Ongoing Review: Review of performance in relation to plan design.


Identifying Objectives and Risk Tolerance

Lifetime Wealth Management, P.C. identifies a client’s investment objective as well as their risk tolerance utilizing our annual questionnaire and client meetings. By completing the questionnaire and having ongoing reviews we stay up to date on all issues related to a client’s overall financial picture allowing us to provide ongoing advice. Clients fall within one of our five investment objectives and are positioned within one of our three risk classifications. We use our expertise to formulate a custom client objective and portfolio that is tailored to each individual client.

Each of these objectives are determined through an extensive client evaluation along with numerous other inputs and variables specific to each client’s financial position. This allows us to determine the most logical route for developing a plan and more importantly, plan implementation.


Lifetime Companies

Wealth
Management


HELPING YOU CREATE AND DEFINE YOUR LEGACY

Lifetime Wealth ManagementOur Services

Tax
Advisors


MAKING APRIL 15th JUST ANOTHER DAY ON THE CALENDAR

Lifetime Tax AdvisorsVisit Site

Insurance
Services


PROTECTING YOUR ASSETS AND INSURING YOUR LEGACY

Lifetime Insurance ServicesVisit Site