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Welcome to Lifetime Investment Solutions. Helping you plan for tomorrow, today!

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Lifetime Investment Solutions

Lifetime Investment Solutions is a comprehensive financial services firm. Our mission is to create and maintain wealth for our clients through effective long-term investment management. We build client relationships based on trust, competent professional advice, continual communication, and prompt personal service.

Whether your dream is to start your own business, send your child to college, or simply afford a comfortable retirement, are goal is to meet your investment needs. We take a four-tiered approach to investment planning:

  • Discovery – We get to know you and your needs, wants, and aspirations.
  • Planning – We work with you to translate your unique goals into a customized investment plan.
  • Strategies– We educate you on the various investment options and help you make appropriate choices for your particular investment style.
  • Monitoring – Life is not static and neither is your plan. We keep in touch and encourage communication so that your investments are working towards your goals even through life’s many changes.

This four-tiered approach allows us to truly sit on the same side of the table with you. We work as a team to pursue your goals, and hopefully as a friend to help with life’s ongoing challenges.

Whatever your goals, we can help you get there

Once your plan is in place, we work to grow and preserve your trust through ongoing service and continued dedication to your goals. We have found that these straight forward objectives lead to long-term and rewarding client relationships.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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