Some advisors and brokers often grow too large to oversee and focus on each client individually. This means they may rely on generic investment solutions such as “one-size-fits-all” mutual funds and managed accounts. At Lifetime Capital Management, our financial experts first listen to you, then guide you through each decision you are facing. Our flexible approach results in a custom tailored diversified portfolio directly aligned with your goals.
To Lifetime Capital Management, you are far more than just another line on a spreadsheet. Each of our advisors maintains a 75-client limit, providing much more personal time and attention than typical managers who may have 500-1000 clients they are responsible for! This allows us the time to listen carefully so we can explore the services you may need, including:
- Investment Planning and Management
- Retirement and Income Planning
- Risk Management and Insurance
- Estate and Tax Planning