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Younger Investors & Tech Savvy Investors


Some of the younger investors and or technically savvy investors might prefer a more "do it yourself" style of investing.  Lifetime Planning's Menu Of Services also now includes an online solution to opening and managing investment portfolios. This option provides 24/7 access to your accounts as well as the ability  to speak with one of our Advisors during regular business hours.

Click the link below to watch a short presentation on our Guided Wealth Portfolios.


Guided Wealth Portfolios


Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL).  GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL.  FutureAdvisor and LPL are not affiliated entities.  If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor.  Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss.  There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.  Diversification does not protect against market risk.