The 2024 WRAL Voter’s Choice Awards celebrate the best local businesses in Raleigh, Durham, Chapel Hill & the Triangle area.

LifeTime Tax Management is honored to have
won 2nd place in the Accounting Firm category!

LifeTime Asset Management is pleased to
be a finalist in the Financial Advisor Category.

 

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

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 WRAL Voter’s Choice Award, created by WRAL News. Presented on January 24, 2025 based on nomination votes gathered from September 9 to October 9, 2024. Voting for the top 5 finalists in each category was open November 6 through December 11, 2024. 5 Accounting firms and 5 Financial Advisor firms were considered and recognized. Advisors pay a fee to hold out marketing materials. Readers were able to vote once during the nomination and voting periods. Not indicative of advisor’s future performance. Your experience may vary. Click here for more info: https://www.wral.com/story/2024-wral-voters-choice-awards-ended-12-11-24/21610040/