Request For Proposal Services

RFP Services Simplified

LPL Financial has given The Lifetime Wealth Advisors the tools to create a robust search among all the providers on the market (specific to the plan size). Our RFP process is of four separate parts and can take up to three weeks to complete, depending on the plan's complexity and communication efforts. The steps are as follows:

  1. Initial meeting to gather plan specific information, evaluate the current plan, and to gather what we the client is hoping to accomplish through the RFP.
  2. Electronically notify the providers of RFP process and simultaneously send them information regarding the current plan.
  3. Gather provider proposals, narrow down the number of proposals to a couple qualifying providers.
  4. Facilitate finalist meetings for the client and assist with the selection process.

To request an RFP, please fill out the form below:




Plan Type

*Phone Number




To prevent Spam to our Inbox, please answer the following question:
What is 7+4?

Employee Education

employee advice

Employee Enrollment

employee advice

Employee Advice Solution

employee advice

Employee Termination Support

employee advice

Employee Transition Solution

employee advice