Triangle Financial Advisors Announces Merger with LifeTime Asset Management

Triangle Financial Advisors and LifeTime Asset Management look forward to working together as one company in order to provide a customer service experience that is stronger and better than ever before. In addition, clients of Triangle Financial Advisors have uninterrupted access to eWealth Manager.

From the desk of Lorraine Johnson:

Dear Clients and Friends,

I have some wonderful news to share! After considerable research over the past year, I have made a decision that is crucial to the way I will provide service to you and to all of my clients, now and in the future. I have put a lot of thought into the amount of time and the level of dedication required to ensure that your long-term financial goals are met, and I think you will find this to be a positive step toward that end.

I have always believed that two (or more) heads are better than one. Being able to bounce ideas off of other professionals is something that I have always done, but I am finding that this would be much easier if I were in a position to do so in-house. I have also realized that the day to day operations of the company have gradually been taking more and more of my time away from doing what I enjoy more than anything else—spending time with you discussing and implementing your hopes and dreams, and adjusting our strategy along the way. It has been and continues to be a privilege to walk alongside you as your journey unfolds.

In order to spend more time with you, have a larger team of financial experts and staff to assist you, and ensure that your financial needs are taken care of for many years to come, I have looked diligently for a company represented by an intelligent, principled, caring, and experienced team of advisors – a team highly qualified to work alongside me as you and I continue our relationship. After numerous discussions with several firms and narrowing it down to two, I have decided that LifeTime Asset Management is the merger partner I’ve been looking for. I strongly believe that the advisors there and the other LifeTime staff members share an approach very similar to mine in financial planning and investment management. Together as a firm we will have 4 CERTIFIED FINANCIAL PLANNER™ practitioners to serve you representing over 75 years of combined experience in the financial field.

As to the million-dollar question, no I am NOT, repeat NOT retiring! In addition, my very capable office manager, Kim Feuersanger, will be joining us at LifeTime. Together, we are committed to making this transition as client-friendly as possible and we intend that this adjustment to our business model will ensure our ability to deliver services to you, without interruption, for generations to come.

[…] Click here to download the full announcement from Lorraine Johnson.

Lorraine Johnson

CFP®, CFA, ADPA®
Wealth Consultant

Lorraine Johnson is a highly credentialed financial services representative with over two decades of experience in the industry. She provides investment advice and guidance for business owners, individuals, and families to help them create, manage and preserve their wealth.

Lorraine seeks to gain a reputation among her clients and peers as a consummate professional who values integrity above all else when working with those who have entrusted her with helping them plan for their financial futures.

lorraine@lifetimeasset.com
Kim Feuersanger

Office Manager

Kim began working for Lorraine Johnson in February 2016. She is responsible for the management of office operations, client services, marketing, and event planning at Triangle Financial Advisors. She has over twenty years of professional management and administrative experience.

Kim has worked in the financial and insurance services industry for over eight years. Previous occupations include Office Manager & Program Manager at the Council for Entrepreneurial Development (CED).

kim@lifetimeasset.com