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 40 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.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (760) 943-0430. We look forward to hearing from you!
Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Newsletters

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

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