We Strive to Save You Time And Be A Partner You Can Depend On
One of the primary benefits of working with Lifetime Capital is the opportunity to collaborate with a financial advocate and confidante who is committed to helping you gain security and peace of mind. Whether you’re expanding your family, experiencing a career change or preparing for your retirement chapter, we’ll help guide you on a path to success and financial freedom.
The solutions we offer are individually tailored, adapted to who you are, your needs and preferences. As a firm, we provide unbiased advice that is incredibly diverse and comprehensive - taking into account your entire financial picture.
Firm Capabilities
Financial Planning
Financial Planning
Your financial plan is uniquely tailored to guide you to live the life you want. It incorporates your wishes for your loved ones, how you want to manage your taxes, handle risks, approach investing and even charitable planning. Our job is to make sure that it’s all covered. Your job is to live your life the way you want.
Investment Management
Investment Management
Your investments will be managed according to your financial plan, which means that we help you live the life you want. Some of our clients have read Rick’s book, Investing 3.0: What the Creators of Index Funds Discovered and How to Profit from It and sought us out specifically for our investment expertise.
Tax Planning
Tax Planning
As we work together, you’ll receive informed advice on issues that help current and future returns that help identify opportunities to defer or avoid taxes. We’ll also provide safeguards as we monitor and check for potential problems.
Risk Management
Risk Management
Rest assured that your assets and your legacy are properly protected. Our comprehensive approach to risk management helps you identify and mitigate your potential risks while managing your cost.
Trust and Estate Counseling
Trust and Estate Counseling
We’ll help you realize your dreams by optimizing the impact the wealth you’ve created will have on the lives of your loved ones and the charities you support. We are here to help you identify and make all the important decisions, e.g. choice of business entity, business succession planning, retirement benefit planning.
Estate Planning
Estate Planning
Preparing your estate can be a daunting task. Together, we’ll help you develop and establish the essential legal documents including wills, trusts and related administrative documents. Our goal is to help you avoid unnecessary expenses and prevent a public display in court. We can assist you with trust or estate administration and can represent you in either trust or estate litigation.
Transparent Costs From the Start
Our compensation is fee-only and aligns our success with yours, rather than a commission. Above all else, we remain focused on your financial well-being and the success of your family.