Lifetime Planning is a financial planning and investment management firm providing new and innovative strategies to meet today's challenges in an ever-changing world.  We specialize in helping our clients develop a comprehensive strategy that fits their goals and objectives.  This is accomplished through utilization of the following strategies:

Individual Strategies

• Investment Planning
• Investment Planning
• Retirement Planning
• Living Insurance
• Risk Management
• Asset Protection
• Disability Income
• Education Funding
• College Planning
• Gifting Strategies
• Tax Reduction
• Charitable Planning
• Legacy Planning
• Estate Conservation/Preservation
• Long Term Care Planning
• Medicare Supplement Planning

Business Strategies

• Executive Benefits
• Deferred Compensation
• Retirement Plans
• Business Continuation
• Key Person Insurance
• Disability Buyout Insurance
• Buy/Sell Funding
• Overhead Expenses
• 401(k) Plans
• Group Health, Dental & Vision
• Supplemental Executive Retirement Plans

Veteran Strategies

• Improved Pension Benefit
• Aid and Attendance Benefit
• LTC Benefit Coordination