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

Credit Card Debt

How Long Will It Take to Pay my Balance?

Disability Income Insurance

How much Disability Income Insurance do you need?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Newsletters

Estimate Your Estate

It is imperative to have an estate conservation strategy. Taking an inventory of your assets is a good place to start.

Define Your Own Benefits

Everyone wants to be a happy retiree someday, but there's a big problem.

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

Six Times More Likely

It may be uncomfortable to consider the possibility that you could become disabled; however, preparing for the possibility now could help you avoid some more serious discomfort later.

More Newsletters →