Lifetime Investment Planning 

     Lifetime Investment Planning, 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. My 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.

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

My mission is to help my clients pursue their financial goals while minimizing  exposure to unnecessary risk. I also implement state-of-the-art technology to help my 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, I am also able to monitor your overall financial situation and deliver ongoing, proactive planning advice.