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Protecting Your Family
No financial strategy is complete without a plan to protect loved ones from financial loss.
Your Investments
Wise asset allocation and careful investment selection are key to a well-balanced portfolio.
Your Legacy
A detailed estate plan creates a legacy that can benefit your heirs in many ways.
Your Retirement
Retirement comes with many possibilities. We help you make the most of every opportunity.
Young Family
A wise financial strategy keeps a family on track during all the "growing-up" years.
Established Family
Families with older children need a wise cash flow management plan..
Retiree
Careful planning can help to ensure a high income level during retirement.
Starting Out
A good financial strategy is a great foundation for a solid relationship.
Your Child's Education
Few things in life are more rewarding than helping the next generation get a great education.
Single
When life situations change a good financial strategy can help to lower the stress.
Income Tax Planning
Minimizing taxes through carefully planning is a powerful financial strategy.
Running a Business
Running a successful business can be one of life's most rewarding experiences.
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Empowering Your Financial Future Together
Welcome to Lifetime Financial Planning Group, where your financial aspirations meet expert guidance and personalized solutions. Our mission is to empower you to navigate the complexities of financial management with confidence and clarity.
With Lifetime Financial Planning Group, you gain access to a comprehensive suite of financial services designed to address your unique needs. Whether you’re seeking to craft a robust financial strategy, optimize your investment portfolio, or safeguard your assets through estate planning and insurance analysis, we have the expertise to guide you towards your goals.
Planning for retirement or minimizing your tax burden? Our team of seasoned professionals specializes in retirement planning and investment tax planning, ensuring you’re well-prepared for the future while maximizing your financial efficiency today.
We understand that your financial journey is as unique as you are. That’s why we take a personalized approach to every client, tailoring our services to align with your specific objectives and preferences.
At Lifetime Financial Planning Group, we’re committed to your financial success. Explore our website to learn more about our services and how we can partner with you to achieve your financial aspirations. Take the first step towards a brighter financial future today.

We’ll work hard to earn your trust. 
We carefully consider your needs, goals and dreams in order to implement a well-constructed financial strategy, so that you can have peace of mind about your hard-earned money and your financial future.

RECENT ARTICLES

08 2024 1b

Education Savings: Start Early

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A new baby in the family brings many hopes, dreams and expectations. This can often include thoughts about how their lives can …

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What is Insurance?

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Insurance surrounds each of us every day: When you get in your car, when you come home to your residence, and while …

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The Safe Investing Dilemma

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As John nears retirement, he is becoming concerned about covering his future living costs with income from only interest-bearing investments. Along with …

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SERVICES

financial plan,money,peace of mind

Your Legacy

You have worked all your life and saved for retirement. What other planning work could...

Read More »
financial plan,money,peace of mind

Your Retirement

After years of living the “rat race”, you are looking forward to the day when you can start...

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financial plan,money,peace of mind

Retiree

During the last market downturn a few years ago, retirees who had all their assets in...

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financial plan,money,peace of mind

Your Child's Education

First you were putting on their diapers. Then you walked them to their...

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We work hard to keep all our clients informed about important financial topics. To this end, we publish a monthly e-Newsletter full of articles and links to help our clients make smart choices about money.
We hope you enjoy reading our e-Newsletter as much as we enjoy publishing it. If you find any articles or links in our e-newsletters that are especially helpful, please tell a friend about our services.
Alan Filer
alan filer
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Mike Eskedjian

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Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.