To our valued clients:
We learned a lot by living through the second year of the pandemic. We are really pleased that we have provided the support and security needed for your investments. One thing we learned was how critical it is to have systems that effectively provide that security since we were working from home much of the time.
To continue to provide the best possible service, we have reviewed our system and have added some technology that improves the flow of information throughout our system so that you can be assured that we can quickly and easily follow up on issues that you might want dealt with.
Arnie Sr. is fully retired from UPA & Lifetime Planning and living down in South Carolina working with UWAG, so to assure that you have your account serviced appropriately, please contact the associate that has been assigned to your account. Other than this change, our team remains the same and will continue to be here for you in the future.
The best way to schedule an appointment or quick call back is by clicking the Calendly link in all of our email signatures or visiting www.LTPlans.com. You can find a time that works for you without any phone tag.
We really appreciate your trust.
Arnie Jr.
(585)728-9191
Financial Advisor
Address:
6800 Pittsford Palmyra Rd, Fairpoint, NY, 14450
Email: [email protected]
Assistance Hours : By Appointment
Booking: https://calendly.com/Arnie4
Linkedin: Click Here
Nicole
(585)728-9191 x12
Financial Advisor
Address:
6800 Pittsford Palmyra Rd, Fairpoint, NY, 14450
Email: [email protected]
Assistance Hours : By Appointment
Booking: Calendly.com/nicolejones
Linkedin: Click Here
Kasy
(585)728-9191 x16
Financial Advisor
Address:
6800 Pittsford Palmyra Rd, Fairpoint, NY, 14450
Email: [email protected]
Assistance Hours : By Appointment
Booking: Calendly.com/kasyp
Linkedin: Click Here
Ginger
Client Service Director
Address:
6800 Pittsford Palmyra Rd, Fairpoint, NY, 14450
Email: [email protected]
Assistance Hours :
Danielle Diaz
(585)728-9191
Contacting Us
While we are fine with you contacting us the way you feel most comfortable, here is some information that will streamline the process:
1. Use email for correspondence for a faster response
2. Please call the main office phone line only: 585-728-9191 –
We do respond quickly to voicemails
3. Doing business over text is very difficult and our system cannot capture the activity as we do with email, if for some reason you cannot use email, please text the office number: 585-728-9191 rather than personal cells
4. Use Calendly to schedule an appointment (or call Ginger or Amy at the office line)
5. We can accommodate withdrawals & deposits with a five business day notice. We will do our best with less notice.
6. You can schedule your own reviews as needed (calendly) or you can request Ginger to set up an automated reminder for every 6 or 12 months
Change To JW Cole
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.
Securities offered through J.W. Cole Financial (JWC) member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Lifetime Planning and JWC/JWCA are unaffiliated entities.
Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Lifetime Planning are disclosed on this site, may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.
Our primary regulator, FINRA, provides numerous investor education materials.
One resource is BrokerCheck, which provides information about firms and financial advisors.
For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here.
By following the link, you consent to receipt of the Form CRS electronically.