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Our Philosophy

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Our Philosophy

At Lifetime Financial Alliance, we believe in being a “Why” based organization. The “Why” is our purpose… our cause… our belief. It’s the single driving motivation for what we do. The “How” is our underlying values…. our guiding principals. It’s the specific actions we take to achieve the “Why”. The “What” is our tangible proof… our results. These are the tangible manifestations of the “Why”.

OUR “WHY”

Everything we do provides families with confidence and certainty as they arrive at life's most important financial milestones so that they don't take unnecessary risks

OUR “HOW”

The way we provide families with confidence and certainty is by:

  • using time tested, proven strategies
  • never taking unnecessary risk
  • being realistic and practical in everything we do
  • keeping things simple enough for ‘non-financial’ people to understand
  • questioning conventional wisdom
  • only working with families that we know we can make a major impact on their situation

OUR “WHAT”

CPN: We help families navigate the college admissions and financial aid planning process so their children can attend the college of their choice. This includes:

  • preparing for college
  • determining which college to attend
  • paying for college
  • preparing for other important financial milestones

NACFA: We train advisors and financial planners on how to provide families with confidence and certainty as they arrive at life's most important financial milestones so that they don't take unnecessary risks

CASH: We identify advisors and financial planners in communities who want to provide local families with confidence and certainty as they arrive at life's most important financial milestones so that they don't take unnecessary risks

Copyright ©2018-2018 Lifetime Financial Alliance, LLC

Lifetime Financial Alliance, LLC (LFA) is not an SEC Registered Investment Advisor. LFA does not provide securities investment advice or advice regarding investing in, purchasing, or selling of securities. LFA does not provide legal or tax advice. Licensed professionals should be consulted with regard to the provision of these services.