Broker Check

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

Learn more

Custom Investment Strategy

Learn more

Multigenerational Relationships

Learn more

Access & Diversity of Thought

Learn more

Why Families Trust Lifetime Financial Group

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


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.

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.