Personal Financial Services
Lifetime Financial Growth provides to our Clients the following personal services and options:
- Wealth Accumulation & Savings Programs
- College Funding Strategies
- Insurance Planning for Group Health & Dental, Disability Income Insurance* and Life Insurance
- Retirement Income Programs & Coordination
- Estate Planning*
- Prosperity Maximization® Process
- Long Term Care Insurance**
*Guardian, its employees, affiliates and subsidiaries do not provide tax or legal advice.
**Disability income and long term care insurance products underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, or by The Guardian Life Insurance Company of America (Guardian), New York, NY. Berkshire is a wholly owned stock subsidiary of Guardian. Products not available in all states. Product provisions and features may vary from state to state.