A complete list of active advisors currently associated with Lifetime Financial Advisors Inc

Warmer can help you find a great advisor at Lifetime Financial Advisors Inc or one who fits your needs even better.

Lifetime Financial Advisors provides personalized financial planning and written investment recommendations for individuals, trusts, estates, charitable organizations, corporations and participants in employer-sponsored retirement plans (Participant Retirement Program). The firm does not maintain custody of client assets and does not manage client accounts on a discretionary basis, instead delivering written plans and recommendations for clients to implement. LFA’s process begins with interviews and detailed questionnaires to produce a written financial plan addressing retirement, tax, estate, insurance and college funding needs, and it typically favors mutual funds—often flexible-objective funds—selected for manager tenure, risk management and transparency. Unlike many investment-manager firms, LFA commonly bills for advice on an hourly, flat or retainer basis rather than charging fees based on a percentage of client assets. A noteworthy feature disclosed in the brochure is that certain associated persons are licensed insurance agents and registered representatives who may implement plan recommendations through broker/dealers and insurance products, generating commissions or advisory relationships through those channels. Combined with LFA’s emphasis on non-discretionary planning and Participant Retirement Program recommendations, these arrangements and fee practices distinguish its business model from many peers in the investment-manager category.

To learn more about the advisors currently working at Lifetime Financial Advisors Inc, 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.

You can also browse Lifetime Financial Advisors Inc's office locations.