Lifetime Financial Growth

Experience the Difference

Financial planner in Columbus, OH (show on map)

3.7

★★★★☆

9 reviews

Personalized financial and insurance solutions tailored to unique needs.

Call (614) 785-5100

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About

Lifetime Financial Growth, LLC is a privately held wealth management firm with offices in six states and ten major metropolitan cities in the mid-central United States. The firm ranks among the top financial services firms in the country, serving over 81,000 clients through a team of more than 330 Financial professionals.

Specializing in personalized financial and insurance solutions, the company is dedicated to providing tailored strategies for retirement, estate planning, investment management, and insurance needs, with a commitment to building long-term, trusted relationships and helping clients achieve their financial goals.

Personalized financial strategies

Interactive The Living Balance Sheet® tool

Commitment to community involvement

Services

Retirement Planning

Strategies to help clients achieve financial security and peace of mind in retirement.

Personalized retirement strategies Goal-based planning Tax-efficient solutions

Estate Planning

Tools and advice to protect and transfer wealth efficiently.

Estate planning documents Trust creation Probate avoidance strategies

Insurance Solutions

Comprehensive insurance products tailored to individual and business needs.

Disability Insurance Term Life Insurance Business Owner Insurance

Investment Management

Strategic management of investment portfolios to grow wealth.

Asset allocation Risk management Tax optimization

The Living Balance Sheet®

An interactive web-based tool for real-time financial strategy development.

Real-time feedback Financial data integration Goal-oriented planning

Tax Planning

Strategies to minimize tax liabilities and maximize after-tax returns.

Tax-efficient investment strategies Estate tax planning Business tax optimization

Credentials & Certifications

CLU

LUTCF

MBA

CPA

CFP®

AIF

CIMA

Reviews

Rating

3.7

★★★★☆

Reviews

Frequently Asked Questions

What is The Living Balance Sheet®? +

An interactive web-based tool designed to translate financial data into compelling financial strategies, providing real-time feedback and helping clients focus financially while enjoying life.

How does Lifetime Financial Growth support the community? +

The firm contributes millions of dollars annually to local charitable and civic organizations, investing time and money into strengthening the community beyond providing financial products and services.

What types of insurance solutions do you offer? +

Lifetime Financial Growth provides disability insurance, term life insurance, and business owner insurance tailored to individual and business needs.

How does the firm help medical professionals with financial planning? +

The firm offers specialized financial planning services for medical professionals, focusing on retirement, estate planning, and investment strategies to support their unique career and financial goals.

What is the firm's approach to retirement planning? +

Lifetime Financial Growth provides personalized retirement strategies, goal-based planning, and tax-efficient solutions to help clients achieve financial security and peace of mind in retirement.

How many locations does Lifetime Financial Growth have? +

The firm has offices in six states and ten major metropolitan cities in the mid-central United States.