Our Approach

When you work with Lifetime Capital, you are hiring us to become your financial life advocate and confidante.

We sit with you on the same side of the table, helping you sift through the many questions and complex issues in the ever-changing world of financial management.

We get to know you and your family, to create a picture of where you have been and where you want to go.

We strive to get you and your spouse involved as well as your children and grandchildren, if necessary, to ensure continuity of your family succession plan.

You can expect to gain greater peace of mind and confidence in knowing you are taking the necessary steps to plan your financial future.

You can also expect to achieve much greater clarity in terms of what you want your retirement to look like and whether or not it will actually be possible to achieve.

If your plan is off track, you will have guidance on what you need to do and how you need to do it. You can expect to receive personal and specific recommendations.

Our approach is based on a few guiding principles:

  • Fiduciary – we take a Fiduciary Oath to act in the best interest of our clients at all times.
  • Holistic – we have the Big Picture in mind taking into account all aspects of your life.
  • Confidentiality – we keep all of our client relationships in the strictest confidence.
  • Uniqueness – we treat each client as unique, never assuming one size fits all.
  • Trust – the rock that all our client relationships are built on.

Our Focus is You

Large financial service companies look at your financial data and tell you whether or not you have enough money to retire comfortably. However, their approach leaves much to be desired. To be effective, an advisor needs to understand where you came from, how you got to where you are today, and your relationship with money. Your life deserves something more than a routine numbers-based plan!

We are an independent (not broker-dealer affiliated), financial advisor. We operate strictly on a fee-only basis.

We limit the number of families we serve to ensure that we can deliver on our promise.

Where to Next?

Find out more about Our Process.