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 an educational event focused on retirement planning. Based on content from MIT's AgeLab research center, this retirement planning symposium will include a research-backed retirement planning survey that can help predict how rich and satisfying YOUR retirement years will be. Don't miss this free educational symposium, hosted at the LifeTime Asset Management office ...
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 email@example.com.
Memorial Day is a solemn day of remembrance, as we honor those who died serving in the American armed forces. Originally known as Decoration Day, the tradition started after the Civil War, gained a strong following after WWII, and was officially named Memorial Day in 1967. In 1968, Congress passed the Uniform Holiday Act, designating ...
Federal, state, and local governments have extended a number of deadlines amid the coronavirus pandemic. Here are just a few of the deadlines that have been affected. Federal and state income taxes The IRS has postponed the due date for filing federal income tax returns and making tax payments from April 15, 2020, to July ...
Presented by Matt Glova and the LifeTime Asset Management team: May 18, 2020 Global equities moved lower this past week. Jitters surrounding the restart of the economy as well as increased tensions with China were potential reasons for the sell-off. Trade tensions with China flared as the U.S. placed new export restrictions on semiconductors 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