At Lifetime Financial Services we offer a wide variety of investment and insurance options and strategies. Our clients include members of varied professional groups, and individuals needing wealth management. We are committed to serving the financial needs of the community with the best available in independent investment and insurance products to suit your individual needs.

Personal Financial Planning

Business Financial Planning



Tax-Advantaged Investments


Especially for Seniors

Savings Accounts

G.I.C.’s (Guaranteed Investment Certificates)