Insurance Planning

Lifetime Capital Management believes that insurance is strictly used for transferring risk, not as a method of investment. We do not sell insurance, or any products for that matter, which allows us to provide a completely unbiased analysis of your financial situation.

Our experienced financial analysts continually act in your best interest as a fiduciary of your portfolio. If we see an opportunity to explore insurance products, we will work with your insurance agent to help evaluate your options at no extra charge.