Lifetime Planning, Inc

Lifetime Planning, Inc Planning is bringing the future into the present so that you can do something about it now. Financial Planning firm serving Ventura and the surrounding areas.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business on

ly with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

FAFSA DeadlineDon’t forget to have your kids or grandkids submit their FAFSA form today!
06/30/2024

FAFSA Deadline

Don’t forget to have your kids or grandkids submit their FAFSA form today!

BAOne thing we value at Lifetime Planning is LEGACY.We help our clients establish and protect the legacies they've built...
06/24/2024

BA

One thing we value at Lifetime Planning is LEGACY.

We help our clients establish and protect the legacies they've built, but that doesn't matter if you don't know our legacy...

We've been serving the greater Ventura area for the last 30 years as your financial specialists. Get to know our team and the legacy we're building...
https://www.lifetimeplanning.biz/team

Father's DayHappy Father's Day from Eric and the Lifetime Planning team!
06/16/2024

Father's Day

Happy Father's Day from Eric and the Lifetime Planning team!

Worldwide Day of GivingOur clients that do participate in a high level of charitable giving usually receive some sort of...
06/15/2024

Worldwide Day of Giving

Our clients that do participate in a high level of charitable giving usually receive some sort of financial incentive (like tax-efficiency). But our favorite thing to see is when clients ask us "are we giving enough?"

Not from a sense of financial gain, but an assessment of their impact on their communities and within organizations they support.

So, are you giving enough?

BASo how does an advisor add value? Financial planning is obviously one piece of the puzzle, but check out the 49 other ...
06/13/2024

BA

So how does an advisor add value? Financial planning is obviously one piece of the puzzle, but check out the 49 other ways financial advisors like us can make a difference in your life:

https://4294384.fs1.hubspotusercontent-na1.net/hubfs/4294384/360_Financial_Strategies/50%20Ways%20We%20Add%20Value.pdf

Running DayIt's national running day, and here is your reminder to keep running your own race when it comes to your fina...
06/07/2024

Running Day

It's national running day, and here is your reminder to keep running your own race when it comes to your financial life!

Friends, family, and social media can add unnecessary pressures that cause burn out and failure to achieve your financial goals. Are you running today?

Address

2580 E. Main Street Ste. 202
Ventura, CA
93003

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