Invest For A Lifetime, LLC

Invest For A Lifetime, LLC provides financial planning and wealth management to individuals, high‑net‑worth clients, small businesses, trusts, estates, and non‑profits, overseeing roughly $78 million in client assets across discretionary and non‑discretionary arrangements. Services include ongoing portfolio management using in‑house model portfolios, access to third‑party managers, and standalone financial planning and consultation.

The firm employs both fundamental and technical analysis and implements client strategies through a mix of proprietary model allocations and recommended third‑party manager programs accessed via platforms such as Orion Portfolio Solutions and SEI Private Trust Company. Advisors assist clients in selecting Managers and act as the communication conduit while monitoring accounts on at least an annual basis; advisory compensation is generally asset‑based.

What is distinctive about the firm is that certain supervised persons operate in dual capacities outside the advisory entity: they are registered representatives of LPL Financial and are licensed insurance agents who, in their individual capacities, may receive brokerage commissions, 12b‑1 fees, or insurance commissions when recommending products — a conflict the brochure discloses and describes mitigation for. The firm also recently changed its name (January 2026) and maintains formal platform and custodial support arrangements (including software and services from Schwab), which shape how it accesses third‑party managers and brokerage services.