Change to JWC

Here at Lifetime Planning, Inc., we are thrilled to announce an exciting development that will enhance our commitment to serving you. As of September 29, 2023, we will transition to a new Broker/Dealer, J.W. Cole Financial, Inc.

You may be wondering why we made this change. The business model of J.W. Cole aligns perfectly with our values. They prioritize their Financial Advisors, just as we hold our clients like you in high regard. Our goal has always been to serve you diligently.

You might be curious about how this transition affects you as a client. In reality, it will have minimal impact.

We will just require a few signatures from you, and your accounts will remain with the same custodians.

J.W. Cole offers several advantages over our former Broker/Dealer, including:

·         Advanced technology that streamlines new account setup and enhances existing account services

·         Access to a broader range of investment solutions

·         Significant time savings within our office for administrative tasks, allowing us more time to focus on your financial plan and needs

The switch in broker/dealers doesn't alter your assets or your team here at Lifetime Planning (don’t worry Ginger and Amy are still here to help in all your service needs); it simply changes who oversees them. Think of changing broker/dealers like getting a new wallet – the appearance may change, but the funds (your investments) inside remain unchanged.

Our association with J.W. Cole is a significant step forward in enhancing the services we offer. Rest assured; this decision was not made lightly. We dedicated well over a year to evaluating various firms to find the one that best serves the interests of all our clients in the long term.

If you have any questions on this transition, please feel free to reach out to us.  We appreciate your patience in this transition and look forward to servicing your financial needs in the many years ahead.