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Welcome

Welcome and thank you for visiting us today.  Lifetime Planning was founded on the values of hard work, integrity and dedication.

What sets us apart is our loyalty and commitment in discovering cutting edge strategies for our clients in order to meet their expectations and goals.  We are recognized as an industry leader and a symbol in our community for exceptional service and business ethics. Please take a look at our approach page to find out more about our investment and financial services.

Lifetime Planning is here to provide strategies and direction to you and your family through life stages and transitions with care and compassion.

Thank you for visiting our website.  Remember, life is like that of a tree. It grows and matures from our experiences, both good and bad. We plant it, nurture it, grow and protect it.

Call today and schedule your complimentary consultation or second opinion.

Plant It

A tree gets it's start when a seed is planted. With sunshine and water, it begins to grow. The same is true with your financial future.

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Nurture It

Much like a tree, your financial future grows and adapts to the conditions surrounding it.

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Grow & Protect It

A tree grows and branches out as do our lives. And like a tree, we experience many stages of growth through our lifetime.

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Helpful Content

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.