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Helping Those Who Help Others

Lifetime Financial is dedicated to serving the financial planning needs of professionals working at nonprofits/NGOs, universities/colleges, and governmental agencies. Our goal is to provide personal and comprehensive financial planning services that will help you build a solid foundation for long-term financial success.

 
 

Comprehensive Financial Planning

Good financial and life planning doesn’t happen on a spreadsheet. It happens in our collaborative dialog about your most profound dreams. It anticipates the financial impact of life events, good and difficult. Lifetime Financial goes far beyond traditional advice. Instead of ‘When do you want to retire’, we ask, ‘If you had just enough money to pay the bills but did not have to work, what would you do with your life?’ We build the financial architecture to support your fulfilled life.

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Expert Investment & Portfolio Management

Lifetime Financial employs academic research to build you a customized portfolio with better diversification. We help you invest in the world you want to see with socially responsible investing criteria and environmental, sustainability, and governance data.

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More Services, Reasonable Fees

Lifetime Financial is a full-service, fee-only independent financial advisor firm. As a fiduciary, we do not receive any commissions and act solely in your best interest. We provides more services than typical CFP® advisors and Wall Street investment managers. We take a holistic approach to your financial life.

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Lifetime Financial in the news

The Lifetime Blog

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