Financial Solutions for Life
Many of our clients have been with us for over 30 years. Our long-term client relationships illustrate our specialty for helping our clients adapt their behavior to become smarter and more diligent investors.
Whether you are approaching retirement or working to build your family’s legacy, we want to help you by putting your goals in life first. As independent professionals, we work to deliver peace of mind, with you knowing that you are making the right financial decisions.
The expertise you want. The independent professional advice you need.
Our Wealth Consultants are CERTIFIED FINANCIAL PLANNER™ professionals, having met the highest educational standard in the financial planning industry.
Our firm is also backed by an independent broker/dealer, Commonwealth. That means our firm is independent — LifeTime Asset’s Wealth Consultants are free to act solely in your best interest, without bias or pressure to promote a certain product or strategy.
Join us for our annual Oktoberfest event! A client favorite, this event features fun, food, and of course, some great beverages to try. Oktoberfest 2020 will be held on October 1st, 2020. RSVP by contacting Kim at firstname.lastname@example.org.
Presented by Matt Glova and the LifeTime Asset Management team: August 3, 2020 Treasury rates reached historical lows last week as the 10-year yield slid to 0.51 percent. The 30-year touched 1.20 percent, its lowest level since April, and the 2-year reached its new low of 0.10 percent on Monday. Poor gross domestic product (GDP) ...
Presented by Matt Glova and the LifeTime Asset Management team: July 27, 2020 The 10-year Treasury yield fell to 0.55 percent last week, slightly above the historical low of 0.54 percent reached on March 9. It opened at 0.57 percent on Monday. The 2-year yield opened at 0.14 percent, and the 30-year yield opened at ...
Presented by Matt Glova and the LifeTime Asset Management team: June 29, 2020 The 10-year Treasury yield dropped to 0.64 percent last Friday, its lowest point since mid-May, and opened at that level early Monday. The 30-year opened at 1.37 percent and the 2-year at 0.16 percent. Uncertainty with the direction of the economy and ...
LifeTime Asset Management is fortunate to have opportunities to give back to community partners, including:
Meals on Wheels
Wounded Warrior Project
Tee it up! for a cure