LIFE TIME FINANCIAL is an independent, financial advisory firm. At LIFE TIME FINANCIAL, we go beyond providing ordinary financial guidance and investment services for businesses and individuals. Our team of experienced associates will focus on your unique needs; then we present customized solutions to help meet your short and long-term goals.
This means our advice to you is completely based on what's best for you today but flexible for tomorrow!. No "cookie cutter" products or a plan designs that highlight only one company or strategy. We'll incorporate traditional and "alternative" methods to showcase the world of choices available so you'll be clear regarding benefits, costs and risk.
Our team of talented professionals is committed to building lifelong relationships based on honesty, prompt service and results that you are comfortable with. We use the best research and technology available to identify and present plan designs, products and companies that we believe in and use for our families and businesses as well..
If you need expert financial advice and assistance, we'd be happy to talk with you...let us know how to contact you.
We specialize in the following areas:
Individual Planning:
- College Funding
- Living Trusts and Wills
- Real Estate-Commercial & Residential
- Small Business
- Tax saving strategies
- Mortgages/ Reverse Mortgages/
Small Business Management:
Employee Benefits (owner paid)
Buy-Sell Agreements
Pensions
Voluntary Benefits (employee paid)
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Retirement
- IRA's
- Real Estate
- Traditional
- Non- Traditional
- Alternative Investments
Insurance: Group, Family and Individual
- Disability: short term and long term
- Health: PPO's, HMO's, POS, HSA's
- Life: Term, Return of Premiun, Universal, Equity Indexed and 2nd to die
- Long-term Care: In home and assisted living facility care
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We at LIFE FINANCIAL would be delighted to help you achieve your personal, business and retirement goals.
Please call us for a no-obligation introductory consultation!
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MORTGAGES... INSURANCE...RETIREMENT
FINANCIAL PLANNING FOR MORTGAGE and DEBT SOLUTIONS...
