Lifetime Solutions Plus Information

At Lifetime Solutions Plus, we help prepare our clients for two significant problems they are likely to face in their lifetime; 1) outliving their money and preparing for an unexpected life event & 2) the effects of a long term care event on their assets, independence and peace of mind. We use holistic planning to uncover our clients'​ needs, concerns and goals and help them develop & implement a strategy to provide reliable income through retirement, preserve assets and minimize taxes. We use education, seminars and social media to help our clients understand how we work.