Retirement Planning Advisement

Our firm was founded on the principle that an independent and individualized approach is best for each client. We believe that clients' interests are best served by dedicated professionals who make active decisions on their behalf.

We build customized portfolios for our clients, determining their needs, constraints, experiences, and other relevant information for investment planning. We utilize individual stocks and bonds, third-party managers, index funds, or other investment tools as needed to meet your needs and help you achieve your goals.

We believe clients deserve to be served by an investment firm that prioritizes their interests over those of the company or advisor. We feel compelled to do so when working with clients in a fee-based advisory relationship. Lifetime Value Management is a Registered Investment Advisor, and our duty is to put our clients' interests first.