A Comprehensive Approach to Managing Money
that Brings Together Every Aspect of Your
Financial Life.

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Resolving The Common Challenge

Resolving The Common Challenge

Our convergence of financial advisors, CPA's and Estate Attorneys offers core compentancies where it matters most. When successful individuals and businesses have multiple advisors but no true quarterback coordinating their complete financial picture, there can be missed opportunities, unnecessary taxes, and the burden of trying to piece it all together yourself.

A Different Kind of Wealth Management Experience

Financial Integration

Financial Integration

While it's common for firms to simply manage investments, we coordinate every aspect of your financial life—from tax strategy to estate planning to investment management.

Tax-Smart Strategy

Tax-Smart Strategy

Our team includes CPAs and Enrolled Agents who proactively identify tax-saving opportunities others miss. We specialize in reducing lifetime taxes.

Help Enhance your Lifestyle

Help Enhance your Lifestyle

We want to help you make the right financial decisions to reduce stress and help you live the life you desire. 

Who We Serve

Business Owners and Entrepreneurs

From optimizing cash flow and managing debt to retirement planning and exit strategies. We address business growth, risk mitigation, and key person risks, also offering expertise in employee benefits and retirement plans.

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Retirees and Those Getting Ready to Retire

Retirement planning is about more than assets, investments and net worth. It’s about what you want to do with your money and why. It’s about identifying your concerns, expectations and goals – it’s about how you feel and what you want.

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Working Professionals and Executives

With business success comes complexity in rising tax obligations, complex financial decisions, constant worry about missed opportunities and
the burden of coordinating everything yourself leaving less time for what truly matters.

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Women Taking Control of Their Financial Futures

Women come to us for guidance with unique situations in dealing with their family, their business and their financials. We specialize in helping women become more engaged and confident in their financial, family, and business life.

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Testimonials

The Lifetime Advisors Group Process
Sophisticated Strategy Made Simple

Step 1: Discover

Understanding your complete picture

Step 2: Design

Creating your custom strategy

Step 3: Deliver

Implementing coordinated solutions

Our Resources

Step 4: Dedicate

How Gayle Empowers Women To Gain Financial Knowledge

How Gayle Empowers Women To Gain Financial Knowledge

“Women on average live longer than men.*  Women leave work to care for loved ones. We often lose sight of ourselves and being able to be confident in the decisions we’re making” Read the article A Wealth of Knowledge in The Providence Journal highlighting Gayle’s career and philosophy of offering financial guidance for women and providing outreach to Latinos and other underserved  communities.

* https://www.prb.org/resources/around-the-globe-women-outlive-men/

Ready for a Different Approach?

Schedule a conversation to explore how our integrated approach could benefit you.

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Financial Resources

The Five Pillars of Holistic Wealth Management

The Five Pillars of Holistic Wealth Management

Our breadth of experience and streamlined approach to financial, tax and social security planning strategies provides you with sound guidance in these converging life decisions.

1. Financial Planning & Advisory

2. Asset Management

3. Tax Management

4. Protection Planning

5. Legacy Planning

Image for What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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