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.
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.
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?
News & Noteworthy
In the past I have written about the impact of finances on our mental health. Our financial situation can often make a mental health issue worse. This is not entirely surprising ...
As an advisor, I find it very helpful to know what the people managing the mutual funds that I recommend think about the markets, the economy, and where they think they can make mo...
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