Lifetime Investment Planning is a full-service, independent financial services firm located in Longmont, CO. With over 30 years of experience, they offer a personal and collaborative approach to financial planning, focusing on establishing individual priorities and implementing customized investment strategies to help clients achieve their desired results. They also utilize state-of-the-art technology to provide clients with a comprehensive view of their financial picture, including bank accounts, investment accounts, retirement and 401K accounts, real estate assets, life insurance policies, and more.
Committed to providing objective financial guidance, Lifetime Investment Planning believes that everyone deserves access to knowledgeable and professional advice in navigating the complexities of financial strategies. Led by Patrick E. Dowlin, a Certified Financial Planner, they strive to ensure that clients receive value from their services and work towards their financial goals. Their services include retirement income solutions, financial planning, tax minimization strategies, retirement planning, life insurance, 401K rollovers, and estate planning.
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