How We Add Value
Check out this checklist of 50 Things an Advisor does to add value to your life.
Family Wealth Planning
We put together a one page brochure you can bring home to your family and help start the family wealth conversation.
Financial Resources
We post relevant articles on hot financial topics like retirement, Social Security, and investing.
Who We Serve
Over the years, we've had the pleasure of serving people from all walks of life with their financial plan. We've been lucky to establish speciality services within certain groups who need dedicated planning related to their occupation.
Learn more about groups we serve.
Vital Information Kit
Lifetime Planning financial advisors help our estate planning clients put together a Vital Information Kit.
This is a “grab and go” hard copy file that contains the essential documents needed if you or a loved one were to have to go to the hospital or get medical care in an emergency.
Bill Craver
Retired
Brandon M. Smith
LPL Registered Administrative Associate
Eric Smith, JD, CFP®
Financial Planner
Khurram Naveed, CFA
CWM Portfolio Co-Manager
Kimberly Clay
Office Manager
Liyin Bao, CFA
CWM Portfolio Manager