We Offer Holistic Financial Planning  With a Fully Integrated Tax, Investment, and Advisory Solution.

Be strategic and think of what money you will need now, what you'll need soon and what you'll need later on in your life. Holistic Financial Planning includes our Bucket Plan to help you achieving your life goals by effectively managing your financial resources and taxes based on what your goals are.

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The Five Pillars of Holistic Wealth Management

The Five Pillars of Holistic Wealth Management

Our breadth of experience and streamlined approach to financial, tax and social security planning strategies provides you with sound guidance in these converging life decisions.

1. Financial Planning & Advisory

2. Asset Management

3. Tax Management

4. Protection Planning

5. Legacy Planning

Testimonials. Read What Some of Our Clients Said.

Our Process

At Lifetime Advisors Group the backbone of our holistic planning process is The Bucket Plan®, based on the nationally recognized book of the same name.

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Retirement Planning

How do you make your money last as long as you do? Retirement planning is about identifying your concerns, expectations and goals – it’s about how you feel and what you want.

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Social Security 

Claiming Social Security and Medicare are one of the most important decisions of your overall retirement plan. Knowing how and when to claim takes a well-developed strategy. 

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Estate Planning

An estate plan helps ensure the security and protection of your surviving spouse/partner as well as your children, grandchildren and others that you love.

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Tax Services

Tax Returns + Financial Planning are always better together. We offer a Tax Trilogy of Services: Tax Preparation. Tax Planning and Tax Management.

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Business Planning

Whether you're looking to expand your business, manage risk, or plan for succession, we provide strategic guidance to align your business and personal finances.

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Lifetime Advisors Group is a Member of Prosperity Capital Advisors

Lifetime Advisors Group is a Member of Prosperity Capital Advisors

Prosperity Capital Advisors has a mission to ensure advisors who work with us can strategically align every aspect of their clients’ financial lives into one well-coordinated plan. An SEC-registered investment advisor (RIA), Prosperity Capital Advisors (PCA) is committed to holistic wealth management. Founded by a group of award-winning financial advisors and thought leaders, PCA was built as a platform for other financial professionals to give them access to advanced planning, capabilities, investments, processes, and training. In 2023 Prosperity Capital Advisors, an SEC registered investment advisory firm, was named One of the Best Financial Advisory Firms by USA Today and recognized among the Top 500. And Financial Advisor Magazine named it as one of the top 500 RIAs in the country in 2022 and 2023. Adhering to and monitoring all investment and compliance regulations, Prosperity Capital Advisors helps us create a simplified holistic financial planning process for families, businesses and individuals.

You found us, now talk to us. We'll help you plan your financial future together.

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