Lifetime Financial Services

About Lifetime Financial Services

Lifetime Financial Services is an independent, family-owned financial consulting firm located in the Uplands neighbourhood of London, Ontario. Serving a select group of individuals and families, the firm specializes in retirement savings and income. They describe their approach as "life planning," which focuses on using financial tools to achieve important life goals and events rather than treating investments or insurance as the primary objectives. The firm offers a variety of financial services, including group benefit services and group retirement plans for businesses. Their group benefit offerings include comparative plan design analysis, competitive marketplace proposals, complete renewal management, and health and dental cost containment strategies. They also provide complementary employee financial learning sessions and financial wellness workshops. Additionally, the firm provides access to mutual funds through Equity Associates Inc. and insurance-related products, tax services, and mortgage services through Financial Horizons Group. With close to 40 years of experience, Lifetime Financial Services emphasizes its independence from banks or insurance companies to ensure they can choose products that meet specific client needs. They utilize a systematic, proven financial process to create adaptable roadmaps for retirement.