We believe a holistic approach is important to proper growth. We focus on education, new ideas and past experience to unite multiple life aspects into future goals and financial choices.
Choosing from the many financial products available today requires a look at where you are now,
where you want to be at various points in the future, and your preferred journey to get there.
A solid planning process is the best way to create a more financially independent plan.
We believe it is crucial to create a financial plan that seeks to pursue your needs now, and plans for the future, in a tax efficient manner.
Investments can play a key role in your financial security plan. A diversified mix of registered and non-registered products can help pursue your goals.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Insurance is essential to any comprehensive financial securit plan. It can protect you and your family from undue hardship.
Asset Allocation is the process of selecting a mix of asset classes that closely matches an investor's financial profile in terms of their investment preferences and tolerance for risk.
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Reasons for gifting assets or a portion of income to charitable organizations can differ. Some find comfort in helping others less fortunate, and some simply want to share their good fortune.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
Together, we implement the recommendations and monitor your progress.
We are dedicated to providing investment management and strategic wealth planning that is right for you.
Simply put, we strive to be our clients' trusted advisors.
Lifetime Wealth Group
3165 W Maple St
Wichita, Ks 67213