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
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.