Lifetime Financial Growth is a privately owned wealth management firm. The focus of Lifetime Financial Growth centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, Lifetime Financial Growth envisions and enhances our clients’ goals by designing a customized strategy and creating a life map to achieve and protect their wealth.
At Lifetime Financial Growth we are committed to empowering our clients with an economic mindset that alters their existing beliefs about fear, doubt, and scarcity in the marketplace. Since most people are unaware of the avoidable dangers that threaten their wealth (i.e. taxes, inflation, liability, probate, planned obsolescence, etc.), through Lifetime Financial Growth’s process, we are able to identify and help eliminate many of those dangers and generate the freedom and clarity needed to focus on building personal financial legacies and business ambitions. We strive to build personal connections with clients, thereby strengthening our relationships and further coordinating service with sustainable strategy. This enables our clients to begin building true net worth and memorable, lasting legacies.
My team's particular areas of expertise include:
• Life Insurance
• Disability Insurance
• Fixed Annuities
• Defined Contribution Retirement Plans
• Group Supplemental Benefit Plans
• Executive Carve Out Plans
• Buy-Sell Agreements
• College Planning
• Business Owner Insurance Plans