Lifetime Financial Advisors

Lifetime Financial Advisors LLC is dedicated to helping you achieve your financial goals. Our commitment to personal, local, and tailored service sets us apart from other financial institutions. As an independent company, we are not bound by any particular financial product or service. Instead, we focus on providing you with the best options for your unique situation, ensuring that you receive the support you need to build a secure financial future.

Our Services

We offer a comprehensive range of services designed to address your financial needs at every stage. Whether you're planning for retirement, looking to invest, or need assistance with estate planning, we have the expertise to guide you. Our personal financial planning services include retirement planning, annuities, investments, life insurance, and more. For business owners, we provide business succession planning, key employee benefits, and group benefits among other services. Our goal is to build long-term relationships by providing you with friendly, capable advisors who understand your financial decisions.

How We Can Help You

Our team, led by Stefan Garcia, CFP, MBA, is dedicated to helping you navigate the complex world of financial planning. We believe in taking the time to understand your individual circumstances and objectives, allowing us to offer personalized advice and solutions. From personal financial planning to business services, we are here to help you build, manage, and secure your wealth. With our expertise and commitment to exceptional service, you can trust that your financial future is in capable hands.

Education and Resources

We also provide educational videos and resources to help you better understand your financial options and how to make informed decisions. These cover a range of topics, including life insurance, retirement, and college funds, ensuring that you have the knowledge you need to make the best choices for your financial situation.