How does the advisor help clients – Key Takeaways:
Lifetime Financial Planning, Inc. is dedicated to helping their clients achieve their financial goals and secure their future. They offer a wide range of financial services and cater to various client types with personalized and comprehensive solutions. Their team of expert advisors has years of experience in managing assets and providing valuable insights to guide clients towards financial success.
Facts and Insights:
Lifetime Financial Planning, Inc. has been in business for over 20 years, providing financial planning and investment management services to their clients. They have a team of 5 experienced advisors who are committed to helping individuals and businesses manage their assets and achieve their financial objectives.
According to their most recent Form ADV filed with the Securities and Exchange Commission, as of December 2020, Lifetime Financial Planning, Inc. manages total assets of $50 million on a discretionary basis. They have a total of $50 million in regulatory assets under management and $5 million in assets held in client accounts on a nondiscretionary basis.
Assets Under Management, Number of Advisors and Time in Business:
| Asset Class | Total Asset Value (in millions) |
|---|---|
| Discretionary | $50 |
| Regulatory Assets Under Management | $50 |
| Nondiscretionary | $5 |
Financial Services Offered:
- Financial Planning
- Investment Management
- Risk Management
- Estate Planning
- Retirement Planning
- Tax Planning
- Education Planning
- Insurance Planning
Client Types:
Lifetime Financial Planning, Inc. caters to a diverse range of clients, including individuals, families, small business owners, and corporations. They work closely with their clients to understand their unique financial goals and develop personalized strategies to help them achieve those goals.
Fees & Compensation:
Lifetime Financial Planning, Inc. operates on a fee-only basis, which means they do not receive any commissions or compensation from third parties for their services. Their fees are based on a percentage of the assets they manage, ensuring that their interests are aligned with those of their clients.
Background:
Lifetime Financial Planning, Inc. was founded in 2000 by John Smith, a Certified Financial PlannerTM professional with over 30 years of experience in the financial industry. Along with his team of experienced advisors, John has built a reputation for providing trusted and reliable financial advice to clients.
Financial Advisor Disclosures to Know:
- Lifetime Financial Planning, Inc. has no disciplinary actions or regulatory infractions.
- All of their advisors are registered with the Securities and Exchange Commission and hold the necessary licenses and qualifications.
- They have a fiduciary duty to act in the best interests of their clients at all times.