Lifetime Financial

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Lifetime Financial Services

Specializing in Retirement Savings & Income, our independence allows us to choose products that truly meet our clients' needs, ensuring they retire they way they want, for a lifetime.

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Where am I now?
Where do I want to go?
What's the next step?

Let us help you create an adaptable roadmap to retirement.

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Welcome to Lifetime Financial Services

We are an independent, family owned financial consulting firm with close to 40 years experience working with a select group of individuals and families. Our independence means that we truly represent the clients we work with and not a bank or insurance company.
Many financial advisors will talk about financial planning. We prefer to provide life planning. What’s the difference?

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News & Noteworthy

  • Year end statements for 2019 are arriving, so I thought it would be a great time to share this short video from Edgepoint that explains the proper way to calculate your investment ...

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  • January 23, 2020

    Happy New Year everyone.  I hope you all have a great year! Have you made any resolutions for 2020?  Have you set any goals?  Have you completed your goals in the past or are...

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