Welcome to Lifetime Financial Strategies, LLC!

 

 

 

 

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William J. Goldsmith, CFP®, CLU®

 

LifeTime Financial Strategies, LLC is an independent financial services firm.  Our approach to working with clients is based on three fundamental beliefs.
 

  • Time is our most precious asset
  • We should spend our time on what matters most to us
  • Financial planning is a process, not a result
     

Given these beliefs, our goals are to:
 

  1. Simplify your life
  2. Reduce your worries and distractions
  3. Focus on what matters most to you
  4. Help you to achieve the life you envision for yourself
  5. Provide financial independence 
  6. Improve your results

 

If this approach appeals to you, we invite you to contact us for a complimentary initial consultation.