About LIFETIME FINANCIAL ADVISORS LLC
LIFETIME FINANCIAL ADVISORS LLC is a leading financial advisory firm with a team of experienced professionals dedicated to providing top-quality financial advice and services to their clients. With a strong track record of success, LIFETIME FINANCIAL ADVISORS LLC has helped numerous individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Facts and Insights
LIFETIME FINANCIAL ADVISORS LLC has a team of 12 advisors, who collectively have over 150 years of experience in the industry. The firm manages assets worth $1.5 billion and has a proven track record of delivering strong investment returns for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded: | 1998 |
|---|---|
| Assets Under Management: | $1.5 billion |
| Number of Advisors: | 12 |
| Total Years of Experience: | 150+ |
Financial Services Offered
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
- College planning
- Business planning
Client Types
LIFETIME FINANCIAL ADVISORS LLC works with a diverse group of clients, including:
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
- Families
- Non-profit organizations
Fees & Compensation
LIFETIME FINANCIAL ADVISORS LLC operates on a fee-based compensation structure, meaning that they are compensated through a combination of fees and commissions. This ensures that their interests are aligned with their clients’ and they are focused on delivering the best financial advice and services.
Background
LIFETIME FINANCIAL ADVISORS LLC was founded in 1998 with the mission of providing holistic and personalized financial advice to its clients. The firm’s team of advisors have diverse backgrounds and expertise, allowing them to offer a wide range of financial services.
Financial Advisor Disclosures to Know
LIFETIME FINANCIAL ADVISORS LLC is a registered investment adviser with the Securities and Exchange Commission (SEC). They are held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. Their advisors have no disclosures reported on their record, demonstrating the firm’s commitment to ethical and transparent practices.