About Us

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 nation’s largest independent broker/dealer (based on total revenue as reported by Financial Planning magazine, June 1996-2018). This relationship provides us with 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 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.