Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Financial Planning

There are many variables that need to be considered when developing a financial plan. Lifetime examines the variables that influence your financial plan and show you how your decisions now could change the financial picture later.

Retirement Planning

There are various types of retirement plans. Lifetime helps you choose the right plan for you or maximize your current plan. We help you transition from your employer's retirement plan or pension to your personalized retirement plan.

Investment Management

Lifetime utilizes third party research to develop a financial portfolio that meets your needs. We strive to build trust and strong relationships with clients. Lifetime is a fiduciary, fee-based only, and does not earn a commission from the sale of products. This ensures that we act on your very best financial interests.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

shawn@lifetimefinancialfoundations.com | (717) 324-9149