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.