Reflections & thank you

As 2016 comes to a close, and we look forward to spending time with our family, it is also a natural time to reflect on the past year.  At Lifetime Financial Services, we marked our 10th year as an independent financial services firm in 2016.  This, of course, brought about a lot of reflection on the past 10 years and what the next 10 years may bring.


For us, becoming independent was a big change, but it was worth it.  Usually, when one thinks of independence, one does not typically think about financial services, but it gives us freedom to truly work for our clients and offer unbiased advice.  Since we do not work for a bank, insurance, or mutual fund company, we are not subject to their sales campaigns or quotas.  We, of course, work with banks, mutual fund, and insurance companies, but as a partner.  This allows us to pick the services and solutions that work best for our clients, no matter which company provides it.  Unfortunately, advisors working for bigger companies cannot always make that claim and are may be limited to the products that the parent company offers.


The last 10 years had many ups and downs, just like the markets, but the ups certainly out numbered the downs.  We want to thank all our clients for allowing us to work with you.  We appreciate you and your business everyday and hope that we have helped you sleep better at night and have helped you reach your goals.


The next 10 years are sure to be just as challenging and will certainly have many changes.  Whatever the future my bring, our commitment to our clients and our underlying values and approach to your financial well being has not changed.


Once again thank you for your past support and we look forward to working with you for the next 10 years.


We hope that you have a great holiday season and that you each have a great 2017.