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1000 Skokie Boulevard, Suite 450, Wilmette, IL 60091

(847) 920-1732
heather@lifetimefinancialgroup.com

Whole-Person Financial Planning

Serving Individuals, Families, and Entrepreneurs Across Chicagoland

What We do
Financial Guidance That Meets You Where You Are

No matter where you are on your financial journey, we work with you to build a plan that makes sense for your life — not someone else's. Think of us as your sounding board, your strategists, and your advocates all in one.

WELCOMEOur Commitment

WELCOME
Our Commitment

At Lifetime Financial Group, we believe your financial well-being and your life well-being are inseparable. We get to know you; your goals, your family, your values, your worries, your legacy. Then we build a strategy of building and distributing wealth that is worthy of that story.

We are an independent, comprehensive financial planning firm based in Wilmette, Illinois. For nearly 30 years, we have served individuals, families, multiple generations and entrepreneurs combining the sophistication of a large institution with the warmth of a boutique practice.


A Financial Firm
Built Around Your Whole Life

Most financial advisors focus on your money. We focus on you. Your goals come before our strategy. Your story shapes your plan. And our relationship with you — and your family — is built to last a lifetime.

Whole-Person Planning

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Custom Investment Strategy

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Multigenerational Relationships

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Access & Diversity of Thought

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Why Families Trust Lifetime Financial Group 


We Listen First

Our consultative process begins with your story, your goals, your family, your fears. Never a product pitch


We Adapt With You

Our proprietary three-pronged investment strategy was built after the Great Recession because we refuse to accept that one approach fits all markets or all lives.


We Stay With Your Family

We build multigenerational relationships with you, your children, and your heirs, because financial trust should outlast any single transaction.


We Are a Real Team

Diverse in background, accessible by phone, and backed by Silver Oak Securities we bring the resources of a large firm with the heart of a boutique.

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Life Insurance

Life insurance is one of those things people know they should think about but often put off. We'll help you figure out what makes sense for your situation. box-empty

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HNW Client Guidance

More wealth often means more complexity. We work with high-net-worth clients to help simplify the big picture and address what matters most. box-empty

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Extended Care Strategies

No one likes thinking about long-term care, but planning for it now can help protect everything else you've worked to build. box-empty

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Small Business Guidance

Running a business is a financial journey of its own. We help business owners connect the dots between their personal and professional goals. box-empty

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Social Security Strategies

There are a lot of ways to approach Social Security, and timing matters. We'll walk you through your options so you can choose with confidence. box-empty

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Cash Flow Analysis

It's hard to plan for the future if you're unsure where your money is going today. Let's get a clear view of your cash flow and find opportunities. box-empty

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Education Strategies

Saving for education is a big goal for a lot of families. We'll help you explore the options that make the most sense within your larger plan. box-empty

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Charitable Giving

If generosity is part of your story, let's make sure your giving is as strategic as it is meaningful. box-empty

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Special Needs Trust

Planning for a loved one with special needs takes extra care. We'll help you explore trust strategies designed with their future in mind. box-empty

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Debt Management

Debt doesn't have to hold you back. We'll help you put a plan together to manage it while still making progress toward your bigger goals. box-empty

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Financial Education

The more you understand, the more empowered you are. We love helping our clients build financial knowledge that sticks. box-empty

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What Our Clients Say

Client testimonials

We create strategies that are tailored to your needs and goals.

Client testimonials

Years of experience have prepared us to guide you through your life transitions.

Client testimonials

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

About Our FirmMeet the Team Behind the Plan

About Our Firm
Meet the Team Behind the Plan

We are an experienced, diverse team in age, nationality, background, and perspective. We answer the phone. We reach out. We show up.