Lifetime Cos.

About Us

• Founded in 2007, Lifetime Companies has grown into a trusted, full-service financial partner for families, entrepreneurs, business leaders, and sports professionals across the Rockwall area. Under the leadership of COO Trace Johannsen, our team is committed to delivering an integrated, client-first experience across every service we offer.

• Lifetime Wealth Management is a fee-based Registered Investment Advisory firm led by fiduciary advisors — meaning we have a legal and ethical obligation to always act in your best interest. We specialize in multi-generational wealth strategies, retirement planning, and comprehensive portfolio management.

• Lifetime Insurance Services is an independent agency with access to multiple carriers, allowing us to design customized coverage for your home, auto, life, and business — at competitive rates.

• Lifetime Tax Advisors delivers bookkeeping, accounting, tax planning, and preparation services built on three core principles: consistency, transparency, and convenience. We strive to be your most trusted advisor — the first call you make when important decisions arise.

• Together, our three divisions operate as a Family Office, giving clients one cohesive team managing every dimension of their financial life.