Lifetime Investment Solutions, is an investment services firm that provides investment management and investment planning services for individual, trust, corporate and qualified pension accounts. Our roots go back to 1990, when Lifetime Investment Solutions (formally CUAB) was founded as a financial services firm offering professional investment management to midsize investors, primarily in our local community. Over the ensuing years our highly disciplined approach to equity investing, market evaluation and risk management attracted a growing number of large individual investors and employee benefit plans seeking to preserve capital, accumulate wealth and control risk.
Lifetime Investment Solutions is powered by the resources of LPL Financial, the nationís largest independent broker/dealer (based on total revenue as reported by Financial Planning magazine, June 1996-2012). This relationship provides us with unbiased research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer clients objective financial guidance and investment recommendations based on their personal hopes, dreams and goals.
At Lifetime Investment Solutions, we recognize that financial planning is a process, not a product. It is a process that involves discovering your goals and developing a plan to meet those goals. As your financial Advisor we will do everything in our power to keep you focused on where you want to go, advise how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
a. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor Member FINRA/SIPC.
b. Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
c. The LPL Financial registered representative associated with this page my only discuss and/or transact business with residents of Oregon, Washington and California.