Brian Field

Lifetime Financial Advisors offers ongoing financial planning advice through an annual retainer fee ranging from $500 to $5,000 per year, charged monthly. This service provides periodic guidance throughout the year on financial planning issues, reviewing quarterly performance summaries, and offering advice on major life changes and business matters.

• Comprehensive financial plan — $2,500 to $25,000 depending on the scope and complexity of the work, with a 50% deposit required upfront
• Hourly financial advice — $250 per hour for senior advisor consultations without a full financial plan
• Special project hourly consulting — $50 to $250 per hour depending on the agreed-upon project
• Participant Retirement Program — $150 to $500 flat fee for written asset allocation recommendations on retirement plan assets