…
How does the advisor help clients – Key Takeaways:
Lifetime Financial Foundations, LLC is a financial advisory firm that provides expert financial advice and services to clients. The firm focuses on creating a solid financial foundation for its clients, helping them achieve their long-term financial goals.
Facts and Insights
Lifetime Financial Foundations, LLC has been in business for over 10 years, providing financial planning and investment management services to individuals and families. With a team of experienced financial advisors, the firm has helped numerous clients navigate the complex world of finance and achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2009 | 5 | $100 million |
Financial Services Offered
Lifetime Financial Foundations, LLC offers a wide range of financial services to its clients, including:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College planning
Client Types
Lifetime Financial Foundations, LLC works with clients from all walks of life, including:
- Individuals
- Families
- Small business owners
- Retirees
- High net worth individuals
Fees & Compensation
Lifetime Financial Foundations, LLC charges a fee for their services, which is based on a percentage of assets under management. This fee structure aligns the firm’s interests with those of its clients, as the firm only earns more if the client’s investments perform well. The firm also discloses all fees and any potential conflicts of interest to its clients.
Background
The team at Lifetime Financial Foundations, LLC has years of experience in the financial industry and holds various professional certifications and licenses. They have a deep understanding of financial markets and stay up to date with the latest trends and strategies to provide the best advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Lifetime Financial Foundations, LLC is required to disclose any potential conflicts of interest, fees, and any disciplinary actions taken against the firm or its advisors. This information can be found on the firm’s Form ADV, which is available on the Securities and Exchange Commission’s website.