Contact Us
Lifetime Financial Group
Every great financial plan begins with a conversation. We’d love to hear yours.
Whether you’re just beginning to think about your financial future or are looking for an advisor who will stay with your family for generations, we’re here. And we answer the phone.
Reach Us
1000 Skokie Boulevard
Suite 450
Wilmette, IL 60091
Phone: (847) 920-1732
Fax: (847) 920-1734
Email: bruceberman@lifetimefinancialgroup.com
Mon-Fri: 9:00 AM - 5:00 PM
Sat-Sun: By Appointment
What to Expect When You Reach Out
We’ll begin by listening. Our first conversation is not a sales pitch — it’s an opportunity for us to understand your situation, your goals, and what you’re looking for in a financial partner. There is no pressure and no commitment.
We work with individuals and families throughout the Chicago area and beyond, including pre-retired and retired women, caring professionals, entrepreneurs, and multigenerational households.
No Account Minimums
We serve good people, not just wealthy ones. If you’re wondering whether you have “enough” to work with us, the answer is: come talk to us first.