Achieve Financial Clarity and Embrace a Retirement With Less Stress and Anxiety
Embark on your journey to financial freedom with a trusted guide by your side. At Lifetime Financial Solutions, we understand that your financial goals are as unique as you are. That's why we're committed to providing personalized, expert guidance tailored to your life's vision. Your aspirations are our mission, and your success is our utmost priority.
Ready to transform your financial future?
Ready to transform your financial future?
Navigating the path to retirement can feel like trying to find your way through a dense fog. With so many variables, from managing investments to planning for unexpected events, it's easy to feel lost and overwhelmed. Whether you're worried about outliving your savings, making the right investment choices, or simply where to start, you're not alone in these concerns.
How Michael's Services Provide Clarity and Confidence
With over 30 years of experience as a Certified Financial Planner Practitioner™, Michael L. Jones offers a beacon of guidance through the complexities of financial planning. Here's how we address your biggest financial challenges:
Committed to Your Success
Achieving financial goals is more than just numbers; it’s about building a future with confidence. Led by Michael, we offer a partnership that goes beyond advice, aligning every decision with your life goals and providing unwavering support.
Expertise Across Financial Domains
Michael L. Jones and our team bring diverse expertise across the financial spectrum, from asset management to navigating life transitions. Our holistic, tailored strategies ensure you navigate your financial journey with confidence.
Take the next step towards a secure financial future. With Michael's expertise and a partnership that exceeds expectations, we’re here to build the foundation for the life you aspire to.
Request your free consultation today—let’s shape your tomorrow.
Our Premier Services
Free Asset Map™:
Start your financial journey with our Free Asset Map™ service, a comprehensive visual report that maps out your household's financial situation, including assets, liabilities, cash flows, and insurance policies. It’s designed to highlight strengths, caution areas, and immediate concerns in your financial landscape. This service is a crucial first step in understanding your financial health and planning your future, offered free of charge as an introduction to our approach.
Retire for Life™
Our Retire for Life™ program is a personalized, step-by-step guide towards achieving your ideal retirement:
Step 1: Get Acquainted Discussion - A deep dive into your life vision, retirement dreams, and legacy wishes. This 90-minute session is centered around you—your desires, your life, and your financial reality.
Step 2: Detailed Asset Map™ and Planning - With the information gathered, we create a detailed Asset Map™ and additional reports to identify your financial strengths and areas needing attention. We then develop a tailored action plan.
Step 3: Implement the Plan - Action time. We move quickly to make the necessary adjustments to bring your plan to life, ensuring your financial moves align with your life goals.
Step 4: Annual Review - Life changes, and so will your financial strategy. Our annual reviews ensure your plan stays aligned with your evolving needs, updating your Asset Map™ as required.
Suddenly Single™
Life's unexpected turns require a thoughtful approach. Our Suddenly Single™ service is specially designed for those navigating the financial complexities of becoming widowed or divorced. We guide you through reorganizing your finances, from account consolidation to updating beneficiaries, ensuring you’re positioned for a secure future. This service addresses the immediate and long-term financial adjustments needed, providing peace of mind during challenging times.
Voices of Success!
What Our Clients Have to Say
"In the 30 years that I've worked with Michael, I've developed a profound level of trust and confidence in his understanding of the investment landscape, and his process for bringing my longterm financial growth strategy to fruition. I am grateful for his vigilance, his energy and his attention to detail. At the end of the day, I've been very satisfied with the results. And that is why I highly recommend Michael Jones!"
Mark Rosenthal
"
I've known Mike since the 7th grade. We were roommates in college, and he's been a good friend and investment manager for me for a very long time. During tough times, like recessions, he's reallocated funds and found ways to minimize losses. During better times, he's advised and invested funds that have provided me with the best growth for my retirement. When I've needed to talk to him about future planning or concerns, he's always responded quickly and provided honest and sound consultation. For anyone looking for a trusted financial advisor and investment manager, I can highly recommend Mike Jones."
Steve McBride
"The most important thing to me and my wife in regard to a financial advisor was trust and honesty. And that is what we felt we always had with Mike – trust and honesty. Mike is a fiduciary, which is a legal term with serious ramifications. It means that Mike must put the interests of his clients even before his own. In the over 15 years that Mike helped us with our investing, we always felt that was true. Mike isn’t a salesman. He didn’t try to sell us products. Instead he looked for investments that fit our goals and stage in life. He gave advice, and explained the pros and cons of a decision, but he also carried out whatever instruction we directed whether he thought it was the best course or not. In short, Mike understood whose money it was. That was really important to us."
Randy G. Slone
Frequently Asked Questions
How do I know if I'm on the right track for retirement?
Determining if you're on the right track for retirement involves evaluating your current financial situation, your retirement goals, and the strategies you have in place to reach those goals. Our Retire for Life™ program is designed to provide a comprehensive overview of your finances, help set realistic retirement objectives, and create a personalized action plan. By considering factors such as your savings, investment portfolio, expected retirement age, and desired lifestyle, we can assess your current trajectory and make any necessary adjustments to ensure you're headed in the right direction.
Can financial planning help if I'm suddenly single due to divorce or loss of a spouse?
Absolutely. Navigating financial changes after the loss of a spouse or a divorce can be challenging. Our Suddenly Single™ service is specifically tailored to help individuals in these situations reassess their financial standing and make informed decisions moving forward. We guide you through essential steps such as consolidating accounts, updating beneficiaries, and reevaluating your financial goals. Our aim is to provide clarity and support during this transition, ensuring you feel confident and secure in your financial future.
What is an Asset Map™, and how can it benefit me?
An Asset Map™ is a visual representation of your entire financial picture, including assets, liabilities, cash flows, and insurance policies. It serves as a powerful tool to identify strengths, highlight areas that may need attention, and pinpoint where immediate action is required. This clarity is invaluable in making informed decisions about your financial planning and strategy. We offer an introductory Asset Map™ free of charge, providing a unique opportunity to understand your financial health comprehensively and begin the journey toward achieving your financial goals with confidence.
Get In Touch
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Mailing Address: 10200 Forrest Green Blvd. Ste. 112 PMB 3810 Louisville, KY 40223
Email: [email protected]
Securities and Advisory Services Offered Through Silver Oak Securities, Inc. Member FINRA/SIPC.
Silver Oak Securities, Inc and Lifetime Financial Solutions, Inc. are separate entities and not affiliated.
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