Lifetime Wealth Planning and Management LLC
What's your vision of a perfect retirement?
What tools do you use to track your retirement savings, timeline, and success?
What keeps you up at night?
Lifetime Wealth Planning and Management, LLC (LWPM) is a financial advisory firm with a comprehensive approach to wealth management which includes financial planning, investment management, and ongoing financial advisory services. At Lifetime Wealth, we believe it is crucial for us to get to know our clients as individuals with unique circumstances, value sets, and goals. In this manner, we are able to look at the "big picture" for each client. Only then can we design an intelligent investment strategy to address their ultimate goals while incorporating cash flow needs and addressing their tax situation.
At Lifetime Wealth, we specialize in working with clients who are undergoing a transition in their lives, including retirement, loss of a spouse, or dealing with an inheritance. As a Lifetime Wealth client, you will be working with your own team of seasoned advisors who take the time to understand where you are in a life transition and help you make a smooth financial landing on the other side.
NAPFA member since: 2002
Industry start date: 1997