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
Planning for your retirement can seem like an overwhelming task. It is so far away and the amount of money needed to save appears like an insurmountable sum. It is so much easi...
After taking a holiday form blogging in the summer, I want to start up again with this 3rd quarter commentary from Geoff MacDonald, a portfolio Manager from Edgepoint Wealth Manage...
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