A complete list of active advisors currently associated with Lifelong Investsments
Warmer can help you find a great advisor at Lifelong Investsments or one who fits your needs even better.
The firm provides general financial planning and investment advice to individuals, families, and trusts. It begins relationships with a free initial consultation and offers hourly consulting and negotiated flat‑fee comprehensive plans prepared using the Money Guide Pro software. Rather than directly managing client assets, the firm recommends independent third‑party money managers and discloses that it receives solicitor fees from those managers; advisors may also be licensed to sell insurance and receive commissions, which the brochure identifies as a potential conflict of interest. Unlike many peers, the firm does not provide portfolio management or custody of client assets and does not recommend specific brokerage firms on clients’ behalf. The reliance on external managers and solicitor arrangements, combined with a practice of offering hourly and flat‑fee planning without discretionary asset management, distinguishes the firm’s operating model from many independent advisers. Its code of ethics and encouragement of at least annual plan reviews are standard governance features, while the firm’s limited ongoing account review process (reviews occur only when engaged for an annual review) is a notable operational detail for prospective clients.
To learn more about the advisors currently working at Lifelong Investsments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lafayette, IN
| 30
|
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