Lifetime Investment Planning, Inc. is an independent financial services and consulting firm. As an independent firm, we offer objective strategies that do not involve the sale of any proprietary products. Our clients include motivated individuals and families who are saving and investing for retirement and other specifc financial goals, individuals and couples transitioning into retirement, executives with unique investment needs, those already retired who are managing their retirement assets, and small business owners who need financial consulting and investment advice.

We are unique in our personal approach and in the collaborative relationship that we form with each of our clients. Together with our clients we establish individual priorities, develop an appropriate plan of action, and implement a customized, tax-efficient investment strategy designed to work toward achieving desired results.

Our mission is to help our clients realize their financial goals while minimizing their exposure to unnecessary risk. We also implement state-of-the-art technology to help our clients monitor their entire financial picture in one place. To track your different bank accounts, investment accounts, retirement accounts, real estate assets, life insurance policies, and more, all with the most advanced technology available in the financial services industry.  Using this tool, we are also able to monitor your overall financial situation and deliver ongoing, proactive planning advice.