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

Savings Accumulation

Estimate the future value of your current savings.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Roth IRA Conversion

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

More Calculators →

Newsletters

Check the Volume

6.5 billion shares of stock changing hands in a single day sounds like a lot - but is it? How would you know? Why would anyone care?

Giving for the Greater Good

When you utilize a structured giving strategy, your efforts can help reap greater benefits for you, your heirs, and your favorite charity.

Take It Year by Year

The Federal Reserve has been cutting interest rates fast and deep. Although not all consumers rates are directly affected by the cuts, they highlight turmoil in the credit markets, rising inflation, and the possibility of slower economic growth.

What's Next for IPOs?

Only 10 companies went public on U.S. stock exchanges in the first quarter of 2008. Even if you never participate in an initial public offering, the IPO market can reveal a wealth of clues about the financial climate at home and abroad.

More Newsletters →