Lifetime Advisors Group

We are an independent financial advisory firm back by Prosperity Capital Advisors. Our philosophy on financial planning is a holistic one utilizing the Bucket Plan. We believe money is one of the most important things you need to survive and thrive in today’s society as it can enhance or destroy your ability to maximize your family’s life, your health and your relationships.  Money takes on its own sense of purpose and sometimes defines who you are.  We believe if you get your money right, you have a better chance to get your life right.  We want to help you make the right financial decisions to reduce stress and help you live the life you desire. 

Regardless of income or asset levels, we work with you to develop a financial plan using the right tools and strategies to help enhance your lifestyle. We offer a full range of financial services, including:

  • Retirement Income Strategies
  • Tax Preparation, Tax Planning and Tax Management 
  • Annuities
  • Life Insurance
  • Asset Protection
  • Long-Term Care Planning
  • Estate Planning
  • IRA Legacy Planning
  • Optimization of Social Security Strategies
  • College Funding Strategies
  • Debt Management

We also have a full team specializing in all areas of business growth, protection and exit strategies. Serving Rhode Island and also Collier and Lee counties in Florida.