Services

Through Education, Investigation and Creation we can prepare a Lifetime Financial Strategy exclusively for you.  It provides your Wealth Formula for Creating, Building and Optimizing your Wealth.  Legacy Builder Group’s Wealth Strategists will provide you with the Financial Solutions to Life’s two Biggest Challenges of what happens if I Die Too Soon or Live Too Long.

Individuals & Families
Corporate Solutions

 

 

 

 

 

 

 

 

 

Fee-based financial planning and investment advisory services are offered by LifeTyme Financial Advisors, LLC” a Registered Investment Advisor in the State of Arizona, California, Maryland, Washington DC, Florida, Colorado, Texas, Connecticut, Virginia & Pennsylvania. Insurance products and services are offered through LifeTyme Financial Group, LLC. LifeTyme Financial Advisors and LifeTyme Financial Group, LLC are affiliated companies.
Member FINRA & SIPC