Younger Investors & Tech Savvy Investors

Younger Investors Do Things Differently

We get it - younger investors like you look for different things than your parents when you're looking to do business. You value community, authenticity, and a seamless digital experience. LifeTime Planning seeks to meet the needs of all investors, including younger & tech-savvy investors, like yourself. 

Here's how we can help:

Guided Wealth Portfolios

While a robo-advisor may help cultivate good savings habits and familiarity with investing, a trusted financial advisor will still be best equipped to provide authentic, tailored services to investors like you. And that becomes even more important as life gets more complicated and financial situations become layered with an emotional component.

If you prefer the "do it yourself" style of investing,  Lifetime Planning 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.

To learn more, watch our short presentation on our 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.

Start My Guided Wealth Portfolio

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