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Insights

Secure Communications, Less Paper

Submitted by Lifetime Wealth Strategies on May 20th, 2020

A safe, convenient way to view statements, trade confirmation, and tax documents.    

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CARES Act Summarized

Submitted by Lifetime Wealth Strategies on May 7th, 2020

A Look at Major Provisions of the Coronavirus Aid, Relief, and Economic Security (CARES) Act

 

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Are your beneficiaries up to date?

Submitted by Lifetime Wealth Strategies on April 8th, 2020

Caring for those you care about is always on our minds

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How Are You?

Submitted by Lifetime Wealth Strategies on March 29th, 2020

We Want to Hear From You

We all miss being with others and we are interested in knowing how you are and what you are doing to stay focused on what matters most to you. Our office is open but following guidelines regarding social distancing. We are communicating by phone, email, or through virtual meetings if possible.

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What Concerns Us Most?

Submitted by Lifetime Wealth Strategies on March 18th, 2020

Your Health and Safety – You are More Important than Your Portfolio

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Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), Member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Lifetime Wealth Strategies are not affiliated. The IFP registered representatives associated with this site may only discuss and/or transact securities with the residents of the following states: CA, CO, FL, GA, IA, IL, IN, KS, KY, MD, NC, OH, OK, PA, SC, TN, TX, UT, VA, WA, WV.  

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