Lifetime Financial Advisors (LFA) provides personalized financial planning services. LFA works with clients to identify their financial goals and create a plan of action. LFA communicates with clients through personal interviews and detailed questionnaires to understand their current financial status, future goals, and risk tolerance. LFA offers advice on cash management, debt management, real estate, tax planning, insurance, retirement planning, and estate planning.
Assets Under ManagementN/A
ClientsN/A
Advisors5
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Ongoing financial planning advice is available for an annual retainer fee ranging from $500 to $5,000, charged monthly. The specific fee is agreed upon in advance and documented in writing.
- Financial planning services range from $2,500 to $25,000. A 50% deposit is required at the start of the plan, with the balance due upon delivery.
- Clients may elect to pay an hourly rate for investment advice without engaging in a financial plan. The standard hourly rate of the senior advisor is $250.00. Hourly fees of $50 - $250.00 per hour may be charged for special projects as agreed upon by the client.
Annual Retainer:$500 - $5,000/year
One-Time Plan:$2,500 - $25,000
Hourly Rate:$50 - $250/hr
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