Broker Check

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.

Learn more

Nurture It

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

Learn more

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.

Learn more

Helpful Content

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.