Why Lifetime

Lifetime is designed to focus on our clients and build trustworthy advisory relationships.  We help organize and simplify their financial lives.  We work to provide the confidence and peace of mind that their financial and estate planning affairs are in order.
 

This is who we are and how we are different:

Lifetime will be there for you

Lifetime will be there to assist you through each step, particularly during the difficult times.

Lifetime holds to high ethical standards

Lifetime always puts the interests of our clients first.  As a CERTIFIED FINANCIAL PLANNER™ certificant and Investment Advisor Representative, Scott Vachal adheres to an elevated level of ethical standards and care for the client.

Lifetime provides estate administration and settlement services

Lifetime specializes in settling the trust if a trustor passes or working with the attorney if probate is necessary.

Lifetime is independent

As an independent firm, our interests are completely aligned with our clients.  Our allegiance is solely to our client.  Lifetime is not owned by or directed by large wire house firm, investment bank or money manager.

Lifetime is inclusive of the family

Lifetime seeks to build a long-term relationship with our clients and their families.  We encourage our clients, single or couple, to include family or close advisors in the process, as the clients see fit.  We strive to educate not only our clients but also those who have a role and sincere interest in our clients' well-being.

Lifetime provides full service

Lifetime brings together a full financial plan, including investments, estate planning and insurance.

Lifetime brings together a team

Lifetime has developed strong working relationships with independent attorneys, accountants and other professionals to provide our clients with superb, ethical advice.