Lifetime Planning, Inc.

Who We Are

Who We Are

Lifetime Planning, Inc. is a local Ventura County financial planning and investing firm with roots going back over 34 years.

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Whether you’re facing retirement, or looking to better understand certain investment ideas, at Lifetime Planning, we work with clients in Southern California and across many states to help them address their most pressing money questions.

Our mission is your financial independence, and our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success and we provide financial solutions for every life stage.