^{Comprehensive}
Financial Planning Firm

^About
Independent Advisors For Nearly 40 Years

Lifetime Financial Group is an independent financial planning firm in Wilmette, Illinois. We do something most advisors don’t: we treat financial planning as a life practice, not just a wealth management exercise.

We serve individuals and families who want a financial partner that sees them as a whole person not just a portfolio.

Diversity is important to us. Our clients include pre-retired and retired individuals, therapists and other caring professionals, entrepreneurs, and multigenerational families. What they all share is a desire for someone who listens first and sells last.

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Our Story

For nearly 30 years, Lifetime Financial Group has been helping people navigate the financial moments that matter most, from building wealth to protecting it, from planning for retirement to engaging the next generation.

Our firm was founded on a simple belief: that the best financial plan is one built around who you are, not what’s fashionable. That belief has guided us through bull markets and bear markets, through the Great Recession that reshaped our investment philosophy, and through the lives of hundreds of client households across the Chicago area.

Six-time Barron’s Winner’s Circle recognition for our founder, Bruce Berman, reflects the caliber of work we bring to every client relationship.

What Makes Us Different

We are not a single-focus firm. We integrate insurance, brokerage, and banking products under one roof, making us a rare resource for clients who want true comprehensiveness without coordinating multiple advisors.

We are also not a static firm; we are always looking for new ideas to implement. After the Great Recession, we rebuilt our investment philosophy from the ground up developing a proprietary three-pronged strategy because we refused to accept that traditional asset allocation was enough.

Lastly, you are more than a number with us. We know you and your name.

Our Credentials and Platform

Independent advisor, registered through Silver Oak Securities (Member FINRA/SIPC)
Six-time Barron’s Winner’s Circle recognition
Proprietary, three-pronged strategy that goes beyond a limited mutual fund and annuity approach
Fully licensed team with advanced certifications and ongoing education, including Ed Slott IRA training, and access to professionals with unique expertise including gerontologists
Full-service: insurance, brokerage, and banking, all under one roof
Nearly 40 years serving hundreds of households across Chicagoland and beyond

Learn How We Work

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Let's See If We're a Good Fit

No pressure, no obligations — just a real conversation about where you are and where you'd like to go. We'd love to hear your story.

Let's Build Your Plan

ComprehensiveFinancial Planning Firm

AboutIndependent Advisors For Nearly 40 Years

What Makes Us DifferentOur Story