Lifetime Financial Planners is an Independent, Fee-Only, Fiduciary Financial Planning, Investment Management, and Tax Planning advisory firm.

You experience Real Life. We provide Real Financial Planning. We learn your “Real Life Story” and identify impactful and meaningful actions to increase your financial security and help provide Financial Peace of Mind.

Through our trusted and proven process, we work collaboratively with our clients to help build, manage, and preserve wealth, so you can feel financially empowered and focus on creating Memorable Lifetime Experiences.

Why work with a Fee-Only CERTIFIED FINANCIAL PLANNER^® professional?

Anyone can call themselves a Financial Advisor, but not everyone is held to the Fiduciary Standard of Care.  Independent, Fee-Only, Financial Planners combine advanced training, fiduciary ethics, and complete transparency to help you make confident financial decisions during every stage of life.

What does “Fee-Only” really mean?

A Fee-Only Financial Planner is only compensated by clients.  They do not receive any commissions, incentives, or compensation for selling financial products.  No sales pressure.  No hidden fees.  No product bias.  You simply pay for objective financial expertise and guidance. 

How does a Fee-Only Financial Planner plan for every stage of your life?

A Fee-Only Financial Planner creates a clear, coordinated, and personalized Financial Plan which covers all aspects of your financial life.  Your plan may include monthly cash flow & spending plan, retirement income and retirement distribution strategies, investment management and guidance, multi-year tax planning strategies and tax efficiency, insurance and risk management, liquidity planning, education planning, and family legacy goals.

When should you consult an independent CERTIFIED FINANCIAL PLANNER^® professional?

If you are seeking trusted fiduciary advice, creative financial solutions, help navigating an emotional life event, planning for executive compensation benefits, want to reduce financial stress and anxiety, and gain clarity and confidence, then you should consult a Fee-Only Financial Planner and plan your financial future together.