How We Can Help

Our team at Lifelong Wealth Advisors bring together years of experience and knowledge to assist our clients in planning their financial futures. We believe that money is a tool to help achieve the things that are most important to the people we serve. We are committed to a proactive and holistic planning approach which centers on bringing all the pieces of our client's financial life together.

 

  • Starting Out

    Starting Out

    It’s never too early to get on the right financial path. We can equip you with the tools to start out on the right foot.


    • Merge Finances with a Loved One

    • Manage Debt and Balance Your Budget

    • Set Short and Long-Term Goals

    • Establish and Maintain Good Credit

    • Consider Health Care Options

    • Purchase a Car or House – or Both

  • Settling Down

    Settling Down

    Don’t tackle life’s big decisions alone. We can help create a roadmap to achieve your goals.


    • Purchase Your First Home

    • Start Growing Your Family

    • Education Planning

    • Consider Your Life Insurance Options

    • Start Planning and Saving for Retirement

    • Save for Vacations

  • Entering Midlife

    Entering Midlife

    We can help build a long-term plan and provide advice to help you prioritize your financial to-do list.


    • Determine Your Best Tax Strategies

    • Fortify Your Retirement Savings

    • Plan for the Costs of College

    • Look After Your Kids and Take Care of Aging Parents

    • Revise Will and Estate Planning Documents

    • Prepare for the Certainty of Uncertainty

  • Near Retirement

    Near Retirement

    Let us help ensure you’re on track to make the most of those golden years.


    • Coordinate Retirement Income and Make Your Money Last

    • Develop Your Estate Plan

    • Consider Long-Term Care

    • Determine Your Health Care Needs

    • Financially Empower Your Children

    • Take the Right Steps Toward Early Retirement

  • Enjoying Retirement

    Enjoying Retirement

    It’s time to enjoy all your hard work! That means more free time with family, friends and hobbies. We can help deploy a retirement income strategy that makes sense for you, tie up loose ends, and keep everything running smoothly.


    • Make the Most of Your Retirement

    • Flex Your Philanthropic Muscle

    • Help Your Children Plan to Manage Their Inheritance

    • Review Insurance Needs

    • Explore How to Finance Long-Term Care

    • Maintain Your Estate Plan