Our Services
Discover
Times change. Needs change. From birth to retirement, our mission is fighting for financial freedom and peace of mind that lasts a LifeTyme.
Have you discovered your True Purpose for Money, that which is more important than money itself?
At LifeTyme Financial, you don’t just get numbers - you will have an opportunity to discover for yourself what investing really is, how it works, and how it can fulfill your purpose for your life.
Investment Advisory Services are offered through LifeTyme Financial Advisors LLC and Insurance products are offered through LifeTyme Financial Group LLC.
Individual & Families
Insurance Products
Life, Disability & Long-Term Care
Premium Financing
Investments
Qualified and Non-Qualified Accounts such as IRA, Roth IRA, Individual, Joint and Trust Accounts
401(k) / Retirement Plan Rollovers
TSP - FERS/CSRS
College Funding Plans
Estate Planning Strategies
Tax Planning Strategies
Line of Credit Accounts
Donor Advised Funds
Corporate Strategies
Insurance Products
Key Man
Split Dollar
Buy/Sell Strategies
Fully Insured 412(e)(3)
Investments
Retirement Plan Solutions
401(k) / Solo 401(k)/Roth 401(k)
Profit Sharing Plans
SEP and Simple IRA
Defined Benefit Plans
Deferred Compensation
Executive Bonus
Tax Planning Strategies
Donor Advised Funds
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
support@ltfgllc.com | 602-774-4735