Lifetime Financial

Financial Consultant

608-786-1200 kathleen.McAfee@lifetimefin.net

About Our Team

A Partnership Built on Purpose

At Lifetime Financial, we believe that collaboration is the key to lasting impact. Alex Matz and Kathleen McAfee bring distinct strengths to the table—Alex with his analytical expertise in tax strategies and retirement planning, and Kathleen with her compassionate guidance through asset transfers and client education.

Together, we share a commitment to empowering individuals and families through financial clarity. Whether we’re presenting financial literacy workshops to students or guiding clients through life’s transitions, our teamwork ensures that every client receives thoughtful, personalized support.

We challenge each other to grow, learn, and innovate—always with your goals at the center. Our partnership is more than professional; it’s a shared mission to help you build a confident financial future.