Did you know only 11% of American couples retire at the same time? This plan can be beneficial due to continued income, extended healthcare coverage, and maximized Social Security benefits. Learn how staggered retirement could work for you: https://bit.ly/46e1BJ6 #staggeredretirement
LifeTime Asset Management and LifeTime Tax Management
Financial Services
Raleigh, NC 398 followers
Investment Services | Wealth Management Services | Tax Services | Business Services
About us
FINANCIAL SOLUTIONS FOR LIFE—SIMPLIFYING YOUR WEALTH MANAGEMENT CHOICES Our clients want to eliminate financial anxiety and plan for their financial future. Many of our clients have been with us for over 30 years. We believe our long-term client relationships illustrate our specialty for helping our clients adapt their behavior to work toward their financial/retirement goals. Learn about Investment & Wealth Management Services offered through LifeTime Asset Management: www.lifetimeasset.com YOU DON’T HAVE TO BE A TAX EXPERT—AT LIFETIME TAX MANAGEMENT, THAT’S OUR JOB Tax services, business services, and Quickbooks services from our dedicated team. Planning is the key to successfully and legally reducing your tax liability. We proactively recommend tax saving strategies to maximize your after-tax income. Learn about Tax Planning & Tax Services offered for business and individuals through LifeTime Tax Management: www.lifetimetaxmanagement.com Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. LifeTime Asset Management, 801 Corporate Center Dr., Suite 110, Raleigh, NC 27607, 919-845-5315. This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MI, MO, NC, NE, NH, NY, OH, OK, PA, RI, SC, TX, VA, VT, WA, WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html. Tax return preparation and bookkeeping services offered through Lifetime Tax Management are separate and unrelated to Commonwealth. Lifetime Tax Management and Commonwealth are separate and unaffiliated entities.
- Website
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http://www.lifetimeasset.com
External link for LifeTime Asset Management and LifeTime Tax Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Raleigh, NC
- Type
- Privately Held
- Founded
- 1996
Locations
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Primary
Get directions
801 Corporate Center Dr.
Suite #110
Raleigh, NC 27607, US
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Get directions
801 Corporate Center Dr
Suite #110
Raleigh, North Carolina 27607, US
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Get directions
3457 Lawrenceville Suwanee Rd
Suite B
Suwanee, Georgia 30024, US
Employees at LifeTime Asset Management and LifeTime Tax Management
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Alan King, CFP®
COO and Wealth Consultant at LifeTime Asset Management
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Kim Feuersanger
Office Manager at LifeTime Asset Management
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Tami Hollingsworth
Marketing Associate at LifeTime Asset Management and LifeTime Tax Management
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Lorraine Johnson, CFP®, CFA®, ADPA™
Wealth Management Consultant at LifeTime Asset Management, helping clients create, manage and preserve their wealth while bringing them financial…
Updates
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In your 30s, building a retirement fund can feel impossible. You're facing big expenses, but time is on your side. Discover strategies to make saving achievable, like taking advantage of employer matches and setting up automatic contributions: https://bit.ly/3xQwWoQ #savingforretirement
How To Save For Retirement In Your 30s
social-www.forbes.com
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Did you know 95% of Americans want to grow old in their own homes? Aging in place sounds great, but most houses aren't designed for older adults with reduced mobility. Learn about the costs and considerations of renovating your home to age safely: https://bit.ly/3xQ9pV3 #aginginplace
How Much Should You Spend on Aging in Place Renovations? Retirees Weigh In
money.usnews.com
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Here’s a shocking statistic: 70% of 65-year-olds will need long-term care in their lifetime. This reality shows the importance of planning for future care needs. Discover strategies for financial planning to ensure a comfortable and secure future: https://bit.ly/3LcdK7K #longtermcare
Making a plan to pay for long-term care: Insurance and other alternatives
nbcnews.com
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Smart tax planning can help you outsmart Uncle Sam and increase your savings. Check out these savvy strategies that could put more money back in your pocket, from strategic asset management to clever investment account choices: https://bit.ly/3LdmoDd #taxplanning
Three Ways to Pay Less Taxes to Uncle Sam
kiplinger.com
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Congratulations to both Matthew Glova, CFP® and John Puckett, MBA, CFP® for being named to AdvisorHub’s Advisors to Watch list for 2024. This honor showcases their commitment to the growth of LifeTime and dedication to service to our clients. This is the third consecutive year Matt Glova has been named to this list and John Puckett’s first year. https://ow.ly/uwan50SAmz2
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Did you know that genetics only account for about 30% of how we age? Lifestyle choices play a crucial role in preventing or delaying age-related declines. Find out how exercise, diet, and other preventive measures can impact your health as you age: https://bit.ly/3RGZjMP #healthyaging
Will You Make The Same Mistakes About Aging That Your Parents Did?
social-www.forbes.com
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Retirement isn't one size fits all—some hustle to retire in their 40s, while others enjoy working into their 70s. Understanding your financial needs, lifestyle, and expected expenses is crucial in deciding when to retire. Learn the best strategies for 2024: https://bit.ly/3zsC5n6 #retirement
When Can I Retire? Key Factors, Strategies, and Expert Insights for 2024
businessinsider.com