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
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
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
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.