Our Company Profile

Lifetime Planning is a locally 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 middle and upper middle income individuals and families.  This includes goal setting, analysis of your current situation, selecting financial strategies, implementing appropriate strategies, and monitoring progress and adjusting as necessary. Our specialty is providing retirement income plans for those nearing retirement or who are already retired and seeking ways to plan for income payments that have the potential to keep up with inflation.

Lifetime Planning also provides tax-saving strategies, access to investments, and investment advice. Our typical clients are retirees, managers, school administrators, professionals, hi-tech workers, and small business owners in Camarillo, Moorpark, Newbury Park, Thousand Oaks, Westlake Village, Oxnard and Ventura.

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?

• "Your success is our goal."
• 26 year old locally owned firm.
• We communicate frequently and educate continuously. 
• We take the time to know each client as an individual.
• Longterm relationships with clients allows us to craft and implement financial plans that can help improve 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.

Lifetime Planning does not provide tax or legal advice. Clients must consult their tax advisor or legal counsel for advice and information concerning their particular situation. Lifetime Planning and LPL Financial are not affiliated.