L
Lifelong Investsments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
41
15% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
41
Average account size
$0
About
The firm provides general financial planning and investment advice to individuals, families, and trusts. It begins relationships with a free initial consultation and offers hourly consulting and negotiated flat‑fee comprehensive plans prepared using the Money Guide Pro software.
Rather than directly managing client assets, the firm recommends independent third‑party money managers and discloses that it receives solicitor fees from those managers; advisors may also be licensed to sell insurance and receive commissions, which the brochure identifies as a potential conflict of interest. Unlike many peers, the firm does not provide portfolio management or custody of client assets and does not recommend specific brokerage firms on clients’ behalf.
The reliance on external managers and solicitor arrangements, combined with a practice of offering hourly and flat‑fee planning without discretionary asset management, distinguishes the firm’s operating model from many independent advisers. Its code of ethics and encouragement of at least annual plan reviews are standard governance features, while the firm’s limited ongoing account review process (reviews occur only when engaged for an annual review) is a notable operational detail for prospective clients.
Client services
Financial planning
Selection of other advisers
Expertise
General retirement planning
Life insurance needs analysis
Fee options
Negotiated flat fee for comprehensive financial plan
Insurance commissions for sale of insurance products (conflict of interest disclosed)
Hourly consulting at $100/hr
Fee-only: Hourly consulting at $100/hr; negotiated flat fee for comprehensive financial plans
Main office location
Lifelong Investsments
1185 Sagamore Parkway W., Suite 6 D
West Lafayette IN 47906, United States
Number of offices
1
Most active in
Lifelong Investsments has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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