We are honored to have been nominated for Raleigh’s Best and thrilled to have won GOLD in each of these competitive categories for 2024.
LifeTime Asset & Tax Management bring two important pieces of your financial life together with one company. Our wealth management and tax teams work hand-in-hand to ensure clients receive comprehensive tax savings strategies as it relates to financial planning. We specialize in proactive tax planning to help minimize clients tax liabilities through efficient distribution techniques. Specifically, we support end-of-year tax planning, Roth IRA conversions, investment portfolio tax loss/gain harvesting, cash flow projections, and more.
LifeTime Asset Management offers comprehensive wealth management services designed to help clients reduce financial stress, proactively plan for their financial future, and consult with our financial professionals on how short-term decisions can impact long-term goals. Alongside financial planning, we also specialize in proactive tax strategies to help minimize clients tax liabilities through efficient distribution techniques.
We Offer:
✔ Comprehensive and actionable financial planning
✔ Customized investment portfolio design and management
✔ Custom digital budgeting and tracking tools
✔ Dedicated assistance implementing financial plan recommendations
✔ Ongoing support through communications and meetings
LifeTime Tax Management provides comprehensive tax services, including tax return preparation and filing for both individuals and businesses, along with bookkeeping services. Our clients can rest assured that their tax returns will be completed accurately, filed correctly, and submitted on time. Our tax team also works closely with our financial advisor team if the need should arise for investment planning as it relates to filing clients’ tax returns.
We Offer:
✔ Detailed tax return preparation and filing for individuals and businesses
✔ Integrated bookkeeping services for business clients and high-net worth individuals
✔ Tax saving strategy recommendations
✔ Tax advisory services
Read more on Raleigh’s Best here.
If you want to work with a Raleigh-based award-winning firm, our team of CERTIFIED FINANCIAL PLANNER® (CFP®) professionals and Certified Public Accountants (CPA) are here to help! Contact us to schedule a free initial consultation with one of our financial or tax professionals. Call us at 919-845-5315 if you have any questions.
2024 Raleigh’s Best, created by The News & Observer. Presented on October 27, 2024 based on nomination votes gathered from July 9 to July 26, 2024. 33 Wealth Management firms were considered, 3 Wealth Management firms were recognized. 23 Tax Services firms were considered, 3 Tax Service firms recognized. Advisors pay a fee to hold out marketing materials. Readers were able to vote once per day. Not indicative of advisor’s future performance. Your experience may vary. Click here for more info: https://www.votedraleighsbest.com/
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services are separate and not offered through Commonwealth Financial Network.
Tax return preparation and bookkeeping services offered through Lifetime Tax Management are separate and unrelated to Commonwealth. Lifetime Tax Management and Commonwealth are separate and unaffiliated entities.