Our goal is to help you navigate the big financial moments differently by bringing you along for the ride. We can see where you haven't been yet - and we know how to plan for that. Whether it's retirement, aging parents or growing children, we've got you. We are committed to helping you get smart about the intersection of your money and your life.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Services
We operate as one unit to ensure that every client we work with can navigate the big moments. We each have our specialty, but we work in concert to ensure you always know where your plan is at. Speaking to one of us is speaking to all of us. Brad Katz, CWS, AIF is the founder of Lifelong Investments LLC and is a Registered Principal with First Allied Securities with more than 20 years of experience in the financial services industry.
We offer a comprehensive suite of services, no matter your situation or financial picture. This includes investment management and comprehensive financial planning for individuals, families, and business owners. Just starting to build your wealth, or do you prefer to invest on your own, but want access to tools and advice?
Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Our collection of calculators is a great starting point if you have a question or concern about your personal finances.
Reviews (4)
Scott Beyer
Nov 24, 2020
Report
I am relatively new at investing. My fiance and I had went to a few other Financial advisors locally for help and guidance as to what we can do to build wealth. Many of them didn't take the time to listen to our concerns and actually made things more confusing than they should have been. Brad was referred to us by a friend, and he was a breath of fresh air. He was very down to earth, and took the time to listen to us, and actually was able to explain things perfectly. He gave us the confidence to actually start moving things along in the right direction. I would highly recommend.
John Egan
Sep 14, 2020
Report
David Bennett
Jan 25, 2019
Report
Christopher
Nov 14, 2018
Report
