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Understanding-Planning-Implementation-Maintenance

Four steps. One goal: Your financial peace of mind.

Keep More of Your Money

Alex specializes in tax strategies, complex retirement planning, and risk analysis—helping you maximize what you’ve earned.

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Stress-Free Life Changes

Kathleen simplifies asset transfers, QDROs, inheritance claims, and 401(k) rollovers, so you don’t have to deal with the hassle.

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Working Together Focused on You

Alex brings precision and strategy.

Kathleen brings guidance and simplicity.

Together, we make your financial journey effortless.

Learn More

Understanding-Planning-Implementation-Maintenance

Four steps. One goal: Your financial peace of mind.

Explore What We Do

Keep More of Your Money

Alex specializes in tax strategies, complex retirement planning, and risk analysis—helping you maximize what you’ve earned.

Learn More

Stress-Free Life Changes

Kathleen simplifies asset transfers, QDROs, inheritance claims, and 401(k) rollovers, so you don’t have to deal with the hassle.

Learn More

Working Together Focused on You

Alex brings precision and strategy.

Kathleen brings guidance and simplicity.

Together, we make your financial journey effortless.

Learn More

Legacy Expertise. Modern Solutions. Lasting Confidence.

From tax strategies that help you keep more of your money to smart transfers that take the stress off your shoulders, we’re here to make your financial journey easier and more rewarding.

A Partnership Built on Purpose

At Lifetime Financial, collaboration drives everything we do. Alex Matz focuses on tax strategies and retirement planning, while Kathleen McAfee specializes in asset transfers and client education. Together, we combine expertise and fresh ideas to make your financial journey simple, personalized, and stress-free.