Our Strategies

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