Lifetime Financial Foundations, LLC

Overview

Lifetime Financial Foundations, LLC operates as an independent registered investment adviser focused on fee-based planning and discretionary portfolio management for individuals, families and small institutions. The firm emphasizes equity-oriented portfolios, running client accounts on a discretionary basis and blending financial planning, manager selection and educational programming into its advisory offering. Its business model supports multiple fee structures — percentage of AUM, hourly and fixed fees — and the firm functions as a capital allocator, sourcing third-party managers when direct access or manager diversification is appropriate. Advisory services include comprehensive financial planning, ongoing portfolio oversight for individual and small-business clients, and the selection and monitoring of outside advisers or managers when clients require specialized strategies. Educational seminars and workshops are part of the client engagement approach, indicating a practice that pairs portfolio management with client education.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices