Lifetime Wealth Design

5 Financial Actions To Take Before The Ball Drops In 2018

When you watched the New Year’s Eve countdown and raised your glass to 2018, did you make any resolutions to put your finances first this year? …

What We Are Thankful For In 2018

Happy Thanksgiving from our team at Roberts CPA! We want to take a moment to thank you for being a part of our family. We sincerely appreciate the …

Your Client Bill Of Rights

Our role as financial professionals goes beyond providing financial education and creating financial strategies. An integral part of our job lies in …

Disclosure
Lifetime Wealth Design LLC is a registered investment adviser in the State of Kentucky. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

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