Broker Check

1000 Skokie Boulevard, Suite 450, Wilmette, IL 60091

(847) 920-1732
heather@lifetimefinancialgroup.com

Holistic Financial Planning
Retirement, Legacy and Life Goals

Financial well-being and life well-being are not separate things. At Lifetime Financial Group, we start every relationship by understanding who you are — before we ever talk about what you own. We explore your financial expectations and emotions before we explain technical solutions. We lead with listening and genuine curiosity. We give you all the time you need.

What Whole-Person Planning Looks Like in Practice

Your Story Before Our Strategy

Our first conversations are not about portfolios. They’re about you: your life, your goals, your relationships, your fears. We believe that a financial strategy built without that foundation is just a guess.

Life-Outcome Conversations

We frame every financial decision around what it means for your life. Retirement is not a number; it’s a lifestyle, a family relationship, and a legacy question. We help you see the full picture.

Pro Bono Work and No Account Minimums

We serve good people, not just wealthy people. We offer pro bono financial guidance and have no account minimums, because we believe everyone deserves a thoughtful financial partner. box-empty

Distribution Planning With the Same Rigor as Accumulation

Most advisors are excellent at helping you build wealth. We are equally focused on helping you use it wisely; with strategies for distribution, taxation, and legacy that protect what you’ve built.

Multi-Generational Family Meetings

We facilitate family conversations that go beyond Required Minimum Distributions. We discuss values, relationships, inheritance, philanthropy, and what your wealth means to the people you love.

Our Values

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

A Life-Coach Dimension to Financial Advice

Our founder, Bruce Berman, brings a rare global perspective and life-coaching sensibility to client work. He has traveled broadly, studied human motivation, and built nearly 40 years of relationships that go well beyond balance sheets. The result is a financial practice that feels more like having a wise mentor than a financial salesperson

Client Perspective

Client Testimonial

Our first conversations are not about portfolios. They’re about you; your life, your goals, your relationships, your fears. We believe that a financial strategy built without that foundation is just a guess.

Client Testimonial

We frame every financial decision around what it means for your life. Retirement is not a number, it’s a lifestyle, a family relationship, and a legacy question. We help you see the full picture.

Client Testimonial

We serve good people, not just wealthy people. We offer pro bono financial guidance and have no account minimums, because we believe everyone deserves a thoughtful financial partner.

Get Started
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.

Schedule a Conversation