Lifetime Financial Strategies Llc

Welcome to Lifetime Financial Strategies, LLC!

William J. Goldsmith, CFP®, CLU®, LIA

What should you expect from your advisor?

We suggest the following:

Empathy – someone who will take the time to understand who you are and what matters to you

Process – a logical, step-by-step approach to help take you from where you are today to where you want to be

Independence – access to the best strategies, services and products and not limited to or induced to recommend proprietary offerings

Knowledge – the experience and expertise to ask the right questions, listen to the answers and design solutions that make sense to you and address your needs

We believe these characteristics form the basis of an EPIK value proposition. If you are looking for this type of relationship, we invite you to contact us for a complimentary initial consultation.

Lifetime Financial Strategies, LLC is an independent wealth management firm. Our goals are to:

Simplify your life
Reduce your worries and distractions
Provide you with proper risk management
Improve your results

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

Cambridge Investment Research Advisors, Inc., (Registered Investment Adviser), Cambridge Investment Research, Inc. (Registered Broker/Dealer), or an agent of either may only transact business in a state if first registered, excluded, or exempted from state broker-dealer, investment adviser, broker-dealer agent or Investment Adviser agent registration requirements; follow-up and/or individualized responses to persons in a state by any of the above that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation will not be made absent compliance with state broker-dealer, investment adviser, broker-dealer agent or investment adviser agent registration requirements, or an applicable exemption or exclusion.

Investment Advisory Services offered through IAR’s of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser to residents of: MA

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, to residents of: MA

Lifetime Financial Strategies, LLC and Cambridge are not affiliated.

If we are not currently registered in your state and should you desire information on ways in which our company may help you with your investment needs, please feel free to email me at bill@lifetimefinancialstrategiesllc.com. We may be able to refer you to a representative in your area, or we may become registered in your state, at which time we would be able to further discuss how our services may meet your needs.

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