Lifetime Financial Advisors, Inc. is a full-service, independent financial planning firm. We are here to help with all of your financial planning needs including retirement planning, college funding, life insurance, tax planning, estate planning, and charitable giving. Our advisors have over 70 years of experience combined. The education and experience of our advisors allows for informed and creative methods to help minimize risk and capitalize on opportunities. The philosophy of the company is much like that of your family doctor: we base our diagnosis on the entire financial picture rather than treating individual symptoms through random product sales.
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This calculator can help you determine whether you should consider converting to a Roth IRA. Required Minimum Distributions Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70. How much life insurance would you need to produce a sufficient income stream for your family? Use this calculator to estimate the cost of your child’s education, based on the variables you input. |
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227 N. El Camino Real Ste. 201 Phone: (760) 943-0430 |
Securities offered through LPL Financial, Member FINRA/SIPC
The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ,CA,CO,CT,FL,GA,HI,IA,ID,IL,IN,MA,MI,MN,MT,NC,NJ,NM,NV,NY,OH,OR,PA,TN,TX,UT,VA,WA,WY.