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About us

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Our values And Our Mission

Since 2000, Lifelong Planners has been a major player within the Arizona financial community, creating new financial strategies and making big strides for the sake of our clients and our policyholders. While being committed to doing what is right and achieving our objectives with excellence, our mission has always been the same; we aim to bolster the missions of others, be that through advisement, insuring your family's future, or protecting what's yours so you can keep looking forward to tomorrow.

No More Worrying

With Lifelong Planners watching your back, you don't have to muddle through investments or question the security of your policy.

Easy Claims Process

We make your life simpler by streamlining our claims process. With a phone call, our agents are here to make sure your crisis is abated.

Customer-Approved

Our clients love and appreciate the personalized care and trust they experience with us, making them loyal believers in our services.

------------ We Look out for you ------------

Your Future Is our Future

At the end of the day, our firm is motivated not just by promising beginnings, but also realized potentials. That means that when you succeed, we succeed. Combining your needs and indispensable input with our differentials, together we can decide the best plan of action to create the future you envision. We are solely motivated to make you the hero of your story, and watch for any and all pitfalls that pop up along the way.

how we make it happen ------------

How It Works

Our insurance is thoroughly backed, making our insurance policies safer than the average benefits plan. When you choose our wealth management services, a portion of the commission earned is allocated to additional reserve funds beyond our legally mandatory reserves. This fund exists exclusively to reinforce the premium pool, ensuring added security and peace of mind in case of any unforeseen circumstances. This allows our reserves to be much higher, at about 150% more than what regulations require, which exceeds most all other insurance companies reserve accounts. On top of this, we don't pad our wallets by charging the exorbitant deductible amounts that other companies might tack on. We believe in the values of making money by making money for you, while providing you the insurance you need in the process.

On the wealth management side of things, we sit down one-on-one with all of our wealth management clients in order to find out three things: where you are, where you want to go, and the path you envision to get there. First, we make an assessment of your current financial position, including current income sources, retirement, assets, etc. and build a profile for you. Next, we gather your vision for your financial expectations, making sure to glean as many details as possible on how you wish to achieve your goals and more. Finally, your advisor will go over the current market, take a quick overview of your current budgeting, and point out avenues of potential ways to achieve the future of your dreams to see if you approve. When a plan is forged, we get to work, making sure that your funds increase at the best rates with risk factors that you select.