Lifetime Wealth Management, LLC

Today's investment climate offers unprecedented opportunities. Lifetime Wealth Management, LLC's mission is to help clients take advantage of those opportunities by providing them with three key tools:

    1. 1.  A clear understanding of their financial goals.
    2. 2.  A well-defined roadmap for pursuing those goals.
    3. 3.  Ongoing advice to help adjust their roadmap when their needs change.

Jeffrey D. Stewart, CPA/PFS, CFPR and Molly E. Myers, CLU provides services covering all areas of financial management, from *investment and retirement planning to risk management and estate conservation. They specialize in helping clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short-term and long-term objectives. On this Website, you will find valuable information for evaluating your current position and progress toward your financial goals.  We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy.  You will also find calculators that will help you assess your current and future needs.  Please remember to visit our Website often, as our content is constantly changing.  For help with your financial management, or for more information on our services, please contact us today.
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Newsletters

Regain Your Individuality

When employees leave their jobs, they have a choice to make: they can withdraw the money, leave the money in their former employers’ retirement accounts, or roll the money into another retirement plan.

Hand-Me-Down Dollars

Inheriting an IRA can be a great source of additional income, but the penalties for mismanaging one are severe.

Living Comes with Guarantees

Several types of living benefit guarantees are available that can provide valuable protection for variable annuity owners.

Are the Times A-Changin'?

As the election year rolls along, Americans are facing an uncertain future and an election that could be the harbinger of great change.

More Newsletters →