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

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

The firm provides personalized investment advisory and pension consulting services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans, with a particular emphasis on company-sponsored plans and participant education. Its offerings include financial planning, asset allocation advice, ongoing portfolio monitoring, and assistance with ERISA compliance and recordkeeper selection. The firm’s investment process begins with an investment policy statement and uses third‑party research alongside in‑house fundamental analysis, with a value‑oriented approach to stock selection and screened bond selection. Accounts are managed on a non‑discretionary basis, with the adviser recommending transactions and conducting at least annual formal reviews while requiring client approval to implement trades. Distinctive features include broker‑dealer and insurance agency affiliations that allow the firm to offer commissionable securities and insurance products in addition to fee‑based advisory services; the brochure discloses that commissions may be received in certain situations and that some trail fees are rebated to client accounts. The firm also routes trades and custodial relationships through its broker‑dealer’s clearing firm and recommends a specific recordkeeper for unbundled plans, practices that differ from many supported firms that rely primarily on discretionary, fee‑only management.

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