Lifetime Financial Advisors Inc

Overview

Lifetime Financial Advisors Inc appears to operate primarily as a financial planning firm rather than a traditional discretionary asset manager. The firm’s stated business activity is financial planning services and its fee structure relies on hourly charges and fixed fees, which aligns with a planning-first model where advice is delivered on a project or hourly basis rather than through ongoing, asset-based management. The firm is organized as a corporation with individual ownership and is classified as unclassified in available records, suggesting a small, boutique practice rather than a multi-product wealth manager or capital allocator. Investment activity is limited in scope: the firm does not present itself as an active ESG investor, does not act as a pension consultant, and is not designated as a multi-state adviser. That profile points to a locally-focused advisory practice emphasizing client planning engagements rather than large-scale portfolio construction or manager-of-managers responsibilities.

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Investments & Alternatives

Location & Offices