Team

At Lifetime Planning, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis
We also can answer your questions, including:

Can I retire early?

Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Bill Craver

Financial Advisor

Bill is a Financial Advisor with LPL Financial. Born in Manhattan, New York, he Graduated from Syracuse University and went on to Aviation Officers Candidate School in Pensacola, Florida. He was commissioned in the United States Navy,...

Brandon M. Smith

LPL Registered Administrative Associate

Brandon M. Smith is an LPL Registered Administrative Associate with Lifetime Planning, an independent financial planning firm. Brandon has provided I.T. support for over 15 years for Lifetime Planning. Brandon graduated from Embry-Riddle...

Eric Smith, JD, CFP®

Financial Planner

Eric S. Smith, JD, and CFP® practitioner, received his law degree from Pepperdine University in Malibu in 1997, and his BA from the University of California, San Diego in 1995. He studied in Spain for one year and is conversant in...

Kimberly Clay

Office Manager

Kimberly Clay is the Office Manager with Lifetime Planning. She began work with Lifetime Planning as the Administrative Assistant in 2005. After several years working in the financial industry as an administrative assistant, Kimberly...