tree in backyard

Lifetime Investment Planning

in business since
Attention This business has no ratings or reviews. Join to search our list of verified and recommended service providers.

Business Overview

Contact Us
customer rated
0 customer reviews
5 years on Angie's List
Contact Lifetime Investment Planning
Phone Number
(303) 678-7808
1610 Hover St., Ste. 202
Longmont, CO

About Us

I am a 23 year veteran of the financial services industry and a long time Colorado resident. As an Independent Wealth Advisor at LPL Financial, I am proud to offer truly objective solutions that never involve the sale of any proprietary products. I believe passionately that objective guidance is a fundamental need for everyone to successfully achieve their desired financial results. Using a personal and collaborative approach I can help you define your long-term investment objectives, establish personal priorities, develop an appropriate plan of action, and implement a customized, tax-efficient investment strategy designed to achieve your financial goals. Using state of the art technology I am able to provide tools to help you monitor your entire financial picture in one place. To track your different bank accounts, Investment accounts, Retirement accounts, Real Estate assets, Life Insurance, and all your tax and legal documents. This platform allows me to monitor your overall financial situation and deliver ongoing, proactive financial planning advice. I understand that establishing a relationship with a trusted and knowledgeable advisor is an important decision, one that takes time and deserves careful consideration. I believe that many investors are terribly underserved by their existing financial advisors. You deserve financial success. Please call my office at 303-678-7808 to schedule a complimentary consultation.