Lifetime offers lower fees than many banks, brokerages, and other wealth management providers. Building and maintaining life-long relationships are at the heart of our mission. This is accomplished through continued contact with clients, transparency, and the development of customized financial plans. We value your business and put you first.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
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Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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