1000 Skokie Boulevard
At Lifetime Financial Group we believe that money is a tool for living life now and in the future. Clients who are taking the first step towards financial planning or who are planning for a new life transition often have questions.
We actively manage money to build wealth for clients while taking into account their comfort with risk and need for tax management. Our investments are informed by ongoing research using a variety of methods. We also offer options for socially conscious investment products.
We take great care to preserve and grow our clients' wealth by carefully selecting from a wide variety of investments based on our own proprietary criteria.
We consistently look at ways to incorporate tax management into our clients' financial picture, but not at the expense of performance!
We take a hands-on approach to overseeing all of our investment strategies by reviewing current and future investment opportunities on a regular basis. We do our research!
Our research methods include both quantitative and qualitative analysis. Some of conventional and unconventional strategies include:
As an additional benefit, we identify, research, and monitor a variety of products that may allow clients to invest money in a way that matches their values, without sacrificing performance.