Broker Check

Our Services


Times change. Needs change. From birth to retirement, our mission is fighting for financial freedom and peace of mind that lasts a LifeTyme.

Have you discovered your True Purpose for Money, that which is more important than money itself?

At LifeTyme Financial, you don’t just get numbers - you will have an opportunity to discover for yourself what investing really is, how it works, and how it can fulfill your purpose for your life.


Indexed Universal Life Insurance

Universal Life Insurance

Whole Life Insurance

Term Life Insurance

Disability Insurance

Long-Term Care Insurance

Individual & Families

Asset Management

Life, Disability & Long-Term Care Insurance

Retirement/Supplemental Programs


Roth IRA

401(k) / Retirement Plan Rollovers


College Funding Plans

Elder Care Protection

Estate Planning Strategies

Tax Planning Strategies

Line of Credit Accounts

Donor Advised Funds

Corporate Strategies

Executive Compensation Plans

Deferred Compensation

Executive Bonus

Split Dollar

Fully Insured 412(e)(3)

Buy/Sell Strategies

Business Continuation Programs

Tax Planning Strategies

Retirement Plan Solutions

401(k) / Solo 401(k)

Profit Sharing Plans

SEP and Simple IRA

Line of Credit Accounts

Donor Advised Funds

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 602-774-4735