Evaluate the Providers

Large Enough to Serve, Small Enough to Care… For a Lifetime

As a business owner, you deal with thorny issues each day - health-care reform, compliance, retirement planning, wealth creation/management and, deferred compensation - every employee challenge in the book.

We seek to make the journey easier by assisting you with knowledgeable guidance so you can focus on what matters to you - your business. We want to be your partner, aligning our top-notch people with yours. We at the firm of Lifetime Companies is large enough to serve-offering a variety of strategies to help pursue your goals -yet small enough to serve you with care and appreciation. We know if we appreciate what you do, we'll grow as you do, and we'll be profitable together.

Our approach affects everything we do. As an example of our commitment, consider how we provide retirement plan consulting: We're one of the few benefits consulting companies acting as a co-fiduciary, legally connected and responsible for your retirement plans. In essence, we put our name and our reputation on the line for you. We work not only as your broker, but as your advisor.

Our committed service work to tailor your outcome. Since we have no proprietary products to sell, our advisors can provide truly unbiased, conflict-free advice and investment recommendations. You're unique, and we know you by name. We know you. We're a real business partner. We're not product sales people. We consult to you and devise your own, custom answer.

We're large enough to serve, small enough to care… for a lifetime.