A Comprehensive Approach to Managing Money that Brings Together Every Aspect of Your Financial Life.
Financial planner in North Kingstown, RI (show on map)
4.7
★★★★★
13 reviews
Lifetime Advisors Group offers integrated financial planning, investment management, tax strategy, and estate planning services tailored for women, business owners, retirees, and working professionals.
Lifetime Advisors Group, founded by Gayle M. Jendzejec, offers a comprehensive financial planning and investment advisory service that integrates tax strategy, estate planning, and investment management.
Specializing in serving women, business owners, retirees, and working professionals, the firm aims to simplify sophisticated financial strategies and empower clients to live the life they desire. With a team that includes financial advisors, CPAs, and estate attorneys, Lifetime Advisors Group coordinates every aspect of a client's financial life, from cash flow optimization to retirement planning and exit strategies for business owners. The firm is known for its tax-smart strategies, proactive identification of tax-saving opportunities, and a commitment to reducing lifetime taxes while enhancing clients' lifestyles.
Integrated financial, tax, and estate planning
Specialization in serving women and business owners
Tax-smart strategy with CPA and Enrolled Agent expertise
Holistic approach to wealth management
IRMAACP-certified planners for Medicare and Social Security optimization
Services
Financial Planning
A comprehensive approach to managing money that integrates financial, tax, and estate planning to coordinate every aspect of a client's financial life.
Tax-smart strategyEstate planningInvestment managementCash flow optimizationBusiness growth and risk mitigation
Tax Services
Proactive identification of tax-saving opportunities and reduction of lifetime taxes through specialized tax strategy.
Tax-smart strategyCPA and Enrolled Agent expertiseReduction of lifetime taxes
Retirement Planning
Tailored retirement planning solutions focusing on lifestyle goals, asset allocation, and retirement readiness.
Retirement income planningSocial Security optimizationEstate planning integration
Estate Planning
Comprehensive estate planning services to protect assets, minimize taxes, and ensure legacy goals are met.
Estate tax minimizationTrust and will preparationBusiness succession planning
Social Security Planning
Optimizing Social Security benefits to maximize lifetime income and align with retirement goals.
Benefit analysisClaiming strategy developmentCoordination with other retirement income sources
Business Financial Planning
Financial planning tailored to business owners, including cash flow optimization, debt management, and exit strategies.
Cash flow optimizationDebt managementRetirement planning for business ownersExit strategy planning
Credentials & Certifications
ChFC®
LUTCF®
CLU®
CASL®
CTS®
CFS®
RFC®
IRMAACP
Reviews
Rating
4.7
★★★★★
Reviews
13
"Great professionals to have in your corner, and I highly recommend them!"
Frequently Asked Questions
What is the 'Bucket Plan®' and how does it benefit women? +
The 'Bucket Plan®' is a financial strategy designed specifically for women, focusing on aligning financial planning with lifestyle goals and providing a structured approach to managing money for long-term security and enjoyment.
How does Lifetime Advisors Group integrate tax strategy into financial planning? +
Lifetime Advisors Group integrates tax strategy by including CPAs and Enrolled Agents on the team who proactively identify tax-saving opportunities, reducing lifetime taxes and optimizing investment returns.
What types of clients does Lifetime Advisors Group serve? +
Lifetime Advisors Group serves business owners and entrepreneurs, retirees and those preparing to retire, working professionals and executives, and women taking control of their financial futures.
What is the role of Gayle Jendzejec in the firm? +
Gayle M. Jendzejec is the founder and financial advisor of Lifetime Advisors Group, offering comprehensive financial planning and investment advisory services through Prosperity Capital Advisors (PCA). She specializes in serving women, business owners, retirees, and working professionals.
How does Lifetime Advisors Group help business owners? +
Lifetime Advisors Group helps business owners by optimizing cash flow, managing debt, providing retirement planning, and offering exit strategy planning to ensure business growth and risk mitigation.
What is the significance of the IRMAACP certification? +
The IRMAACP (Income Related Monthly Adjustment Amount Certified Planner) certification signifies specialized training in Medicare's IRMAA, helping advisors guide clients on managing these costs and identifying strategies to reduce lifetime taxes related to Social Security benefits.
4.7
