# Lifetime Financial Planning Solutions

Lifetime Financial Planning Solutions is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/lifetime-financial-planning-solutions-llc

## Regulatory record

- **CRD number:** 129917
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129917

## About

Lifetime Financial Planning Solutions, LLC is a state-registered investment adviser in Lancaster, OH. It has 2 employees and 1 investment adviser. The firm is based in Lancaster.

## Questions

### What investment stages or alternative assets does the firm target?

The firm targets none. Lifetime Financial Planning Solutions focuses exclusively on retail financial products — mutual funds, ETFs, variable annuities, insurance policies, and structured notes — distributed to individual clients. It does not participate in venture capital, private equity, private credit, real asset direct deals, or institutional fund-of-fund commitments. Its capital base is fragmented across many small household accounts, not pooled for institutional deployment.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/lifetime-financial-planning-solutions-llc

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