Financial ServicesFinancial Services - Investments & Planning
Lifetime Companies started in 2007 with just a single entity, Lifetime Wealth Management, P.C.. However, as our business grew, it became apparent that our clients required a comprehensive solution for all their financial needs. In response to this growing demand, we successfully expanded by introducing Lifetime Tax Advisors, later followed by Lifetime Insurance Services.
Lifetime Wealth Management is more than just a Registered Investment Advisory firm. Our wealth management team is made up of a group of highly skilled fiduciary financial advisors which means we have a legal and sworn obligation to always act in your best interest. That starts with us listening to you and understanding your unique goals. We specialize in successful families and multi-generational wealth strategies, entrepreneurs, business leaders, and sports professionals.
Lifetime Insurance Services is an independent insurance agency, so we are not limited to any one insurance carrier. Because of this, we have access to multiple providers and can create a customized insurance plan at competitive rates. We help you prioritize and organize your insurance needs to simplify your life and provide you with affordable insurance solutions for your home, auto, and business.
At Lifetime Tax Advisors, we meet the needs of our clients by providing three things, consistency, transparency, and convenience. From bookkeeping and accounting to business consulting, tax planning, and tax preparation, we strive to be your trusted advisor and the first person you call when you have big decisions ahead.
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Platinum Strategic Alliance Partners
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