Welcome from Georgette Frazer, CEO of Lifetime Financial Services, LLC:

At Lifetime Financial Services, LLC we work with a variety of clients—individuals, families, non-profits, and businesses—across the full range of investment needs and opportunities. We have a special interest in advising clients about socially responsible or mission-based investment. In all the work we do, our guiding principles are these:

• We accept fiduciary duty in our client relationships. This means the client’s interests come before our own.
• We respect the confidentiality of any information acquired from clients in the course of our work. We do not disclose such information to others, except as authorized or otherwise legally obligated to do so.
• Investment and financial planning are complex matters, and clients have a right to expect that relevant information will be provided in a manner that is clear, accurate, timely, and objective.
• As full disclosure advisors, we clearly explain all fees and charges.
• Diversity, discipline, and balance, important in many aspects of life, are the foundation of sound financial health.
• Thinking long term for investing is usually appropriate; more often than not, patience is rewarded.