About Company

Lifetime Financial provides financial planning and investment management services to affluent families and businesses across the Western United States. Their cutting edge technology and astute investment strategies have led their clients to perform very well, with solid investment results and successful financial plans.

Financial planning services are prepared on an individual basis.  This personalized approach is important in determining specific needs, wants and desires of each client.  State of the art technology assists in completing these plans so they are consistent with the laws as they change.

Investment plans are customized to your risk tolerance level, and invested using no-load mutual funds and stocks.  Investment decisions are carefully based upon dynamic portfolio re-balancing strategies, sophisticated technical and fundamental analysis models, and strategic market timing systems and experts.  Continuing investment management services are prepared on a personal level.  Clients feel comfortable about their investment portfolios at all times, because their investments are constantly being monitored and analyzed by professionals. 

We have been helping individuals and small businesses since 1990 with the goal of protecting and safely growing their assets.