Amt Lifetime Financial

AMT Lifetime Financial, LLC is a boutique financial firm providing personalized financial guidance and planning solutions to individuals and businesses in the Austin, Arlington, and Waco areas. Composed of experienced and passionate professionals, we are dedicated to empowering our clients to achieve their financial goals and navigate the complexities of a changing financial landscape.

Our Mission

Our mission is to establish strong, collaborative relationships with our clients and provide them with tailor-made financial plans based on their individual needs and aspirations. We believe in open communication, comprehensive planning, and proactive solutions to help clients achieve financial security and live fulfilling lives.

What We Offer

Our comprehensive range of services covers various financial aspects to ensure a holistic approach to wealth management.

Retirement Planning

• Personalized retirement strategy guidance for individuals approaching retirement.
• Pension analysis and optimization.
• Lifetime income planning to ensure your finances last throughout retirement.

Investment & Insurance Solutions

• Customized portfolio management.
• Life insurance planning and review.
• Retirement account Rollovers and IRA planning.

Wealth & Estate Planning

• College funding strategies for children and grandchildren.
• Asset protection planning to safeguard your financial assets.
• Estate planning and review.

Business Services

• Business succession planning.
• Employee benefit planning and implementation.

Who We Are

AMT Lifetime Financial, LLC boasts a team of highly skilled and experienced professionals with diverse backgrounds and expertise in various financial disciplines. We believe in open communication, teamwork, and personalized attention to client needs.

Meet our Team

• Joy Nunn: Founder and President/CEO - With a background in education and a deep understanding of retirement planning, Joy guides clients towards financial security and a prosperous retirement.

• Mackenzie Hanley: VP of College Funding - Passionate about empowering younger generations, Mackenzie crafts customized plans to fund education expenses seamlessly.

• Kendall Stuck: Arlington Office Manager - Skilled with administrative and organizational tasks, Kendall ensures a seamless and efficient client experience.

Join Us on Your Financial Journey

At AMT Lifetime Financial, we are committed to partnering with you to create a secure and prosperous financial future. Contact us today to schedule a complimentary consultation and discover how our expertise can empower you to achieve your financial goals.