Broker Check

Company Name - City, State

 
  • 540 Ritchie Highway
    Suite 300
    Severna Park, MD 21146
  • (410) 518-6823
NO ONE STRATEGY FITS EVERYONE OUR TEAM APPROACH UNDERSTANDING YOUR GOALS AN APPROACH DESIGNED FOR YOU

Understanding Today's Financial Environment

Welcome to LifeTime WealthCare Family Office of Severna Park, Maryland. We invite you to take a tour and see why others choose a relationship with us. LifeTime WealthCare is an independent, boutique Family Office providing fiduciary level, concierge wealth management to a limited number of emerging wealth families on a multigenerational level. You no longer need to be ultra-wealthy to experience our brand level service and formula that has set us apart for over 30 years. 

Successful Retirees

We can help take some of the mystery out of preparing for your financial future, with our advanced planning process.

Small Business Owners

Long hours, risks and personal sacrifice fulfilling a passionate vision is the price you’ve paid in creating wealth and perhaps an abundant lifestyle.  Protecting that wealth and mapping out future goals and life experiences are part of your plan and we provide the strategies and advanced planning to help you.

Medical Professionals

You committed to years of education, sacrificed yourself as well as missed valuable family time. You have taken both personal and professional risks and dealt with the stresses of running a small practice, while taking care of the needs of others. It is important to protect and experience life with the wealth you have created for yourself. That is what we do and we do it well.

Helpful Content

Healthcare Costs That Catch Retirees Off Guard

Healthcare Costs That Catch Retirees Off Guard

An article on three healthcare costs that often catch retirees off guard.

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequences to their future financial security.

Prescription Drug Benefits Under Medicare (Part D)

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

 

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

View all articles arrow

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

College Savings

See how much you may need to save now to cover future college costs for your child.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

View all calculators arrow

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Business Cycle

How will you weather the ups and downs of the business cycle?

Rightsizing for Retirement

What does your home really cost?

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

View all videos arrow