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

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Car Affordability

How much can you afford to pay for a car?

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

Shelter from the Storm

Finding yourself on the wrong side of a multimillion-dollar decision would be a bad time to discover you didn’t have enough liability coverage under your homeowners and auto insurance.

Join the Millionaire Club

The burden of funding retirement now rests squarely on the shoulders of workers, many of whom are finding that they may need much more than $1 million to provide a comfortable retirement lifestyle.

The Cost of Care

When preparing for life in retirement, you should consider the possibility that you may need long-term care at some point.

No Better Time Than Now

You may not associate this time of year with reviewing the beneficiaries on your life insurance policy — nonetheless, it can be a good time to take this important step.

More Newsletters →