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July 29, 2010 @ 01:41 PM

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Lifetime Wealth Management DBA Logo

 

                         Wealth Management for life... 

 

Welcome and thank you for visting. Please feel free to take some time to browse the many features and informative resources featured on our website.

My name is Jeffrey Maged and as President of Lifetime Wealth Management I am committed to providing individuals and businesses with strategic financial guidance and implementation of personalized financial plans. Some of the many goals I help clients work towards achieving are wealth accumulation, wealth protection, funding the education of your children and/or grandchildren and planning for a successful retirement. As a Wealth Management Professional my mission is to empower and guide you towards financial well-being.

 
Mission Statement
 
  • To provide clients with the resource to enable them to make beneficial financial decisions.

     

  • To offer clients the resources of a national company with the personalized service of a boutique firm.

     

  • To uphold the highest standards of integrity and honesty in order to preserve the foundation of professional ethics.
 
Personal Approach
 
With over 20 years of experience I strive to offer financial planning services and advice tailored to your goals, needs and objectives. In order to build a strong portfolio it must consist of pieces that work together to address your entire financial situation. Too often people have portfolios that are a collection of unrelated products and services with no synergy to bring them all together. I can help change that! By working closely together we can evaluate your current financial situation, prioritize your goals and start building a portfolio that works for you.
 
 
Service
 
Financial Professional with Lifetime Wealth Management offer securities through AXA Advisors, LLC.  We can provide clients  access to a vast variety of products which have made AXA one of the most admired companies, by industry, in the International Fortune 500.....but with the ease of providing you with service and the personalized touch of a small practice.
 
As an investment advisor representative of AXA Advisors I can provide you with access to thousands of mutual funds from a variety of investment companies. In addition, as an enlisted agent of AXA Network and its affiliates, you will have an extensive array of insurance and annuity products available which can be selected according to your needs.
 
 
 
Let Lifetime Wealth Management help lead you on the right path towards financial well-being. Sign-up for more information or schedule an appointment today!

Newsletters

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

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Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

Contact Info

Phone: 703-205-0351

Jeffrey.Maged @AXA-Advisors.com

Local Office | Branch Office