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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

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right