Our Qualifications
Firm Profile
Lifetime Planning, Inc. is a family-owned
firm that has been serving Ventura County since 1989. Our
goal is to help you save, manage, and conserve your financial
resources to help you achieve your lifetime
goals. We do this by converting your dreams into action plans,
providing sound investment advice, and establishing long-term
relationships based upon trust.
We provide Lifetime Planning to
telephone company employees. This includes conducting
an Independent Personal Retirement Overview (IPRO), selecting
retirement income strategies, implementing appropriate strategies,
and monitoring progress and adjusting as necessary.
Lifetime Planning, Inc. also provides
tax-saving strategies, investments, and investment advice
for middle and upper-middle income individuals and families
with at least $250,000 of investment assets. Our typical clients
are retirees, managers, school administrators, professionals,
hi-tech workers, and small business owners.
Prospective clients are interviewed
regarding their goals, values, and financial situation to
determine a plan of action. There is no cost for these initial
meetings.
WHY CHOOSE US?
- Some of our advisors specialize in telecommunications
employees.
- We take the time to know each client as an individual.
- A lifelong relationship with clients will allow us
to craft and implement a financial plan that improves your
chances of achieving your financial goals.
- We care about your financial success, and we will measure
progress toward your goals carefully and frequently.
- We will explore every aspect of your spending and saving
and determine where you might be able to increase your chances
of success by lowering the amount of taxes you pay
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