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Our Approach

Our Planning Process

We coordinate our efforts with your CPA, Attorney or other Advisors, or we can refer you to Professional Advisors if needed. Wouldn’t it be great to have one firm where everything is tracked and coordinated?

Make it a priority and take the time necessary to develop a comprehensive plan for yourself, your family, and your business that will serve as a roadmap to success, security, and peace of mind.

Step 1 Document & analyze the current situation.

Step 2 Define goals & visions.

Step 3 Identify roadblocks & opportunities.

Step 4 Design strategies to
(1) Remove or minimize the obstacles, risks, problems and issues preventing you from achieving your goals and visions, and
(2) Take advantage of appropriate financial opportunities.

Step 5 Use experts to assist you in implementing
the plan and maximize prosperity.

Step 6 Measure the results. Review regularly and
adjust the plan when necessary.

We have unique financial tools and processes to help people through this process. Working together, we can determine which of these would apply to each situation. Along the way, you will learn about the market forces, restrictions and opportunities, and the “rules” of the institutions, in order to make the best decisions for your own future.


Securities products and services are offered through Park Avenue Securities LLC (PAS) 244 Boulevard of the Allies, Pittsburgh PA 15222 1.412.391.6700. PAS is an indirect wholly-owned stock subsidiary of Guardian. Neither Lifetime Financial Growth, LLC. nor Luttner Financial Group Ltd. are affiliates or subsidiaries of PAS or Guardian.

 

PAS is a member FINRA, SIPC.

 

The Information on this site is intended for the residents of Pennsylvania, Ohio, West Virginia, and Maryland. The financial representatives of Lifetime Financial Growth are not licensed to sell securities in all 50 states. To find out if an agent is licensed in your state, please contact Cheri McElroy at 412-391-6700.

 

We are licensed to sell Insurance in the following states: Pennsylvania,Indiana, West Virginia and Ohio.

 

Guardian, its subsidiaries, agents or employees do not give tax or legal advice.

The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws. © Copyright 2005-2012, The Guardian Life Insurance Company of America

 

Guardian does not offer Property & Casualty and Individual Health nor do we provide services for them. Disability income and long term care insurance underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products are not available in all states. Product provisions and features may vary by state.

 

Important Consumer Information: A broker-dealer "BD", investment advisor "IA", a BD agent, or IA Representative may only transact business in a state if first registered in the state, or is excluded or exempt from registration in that state as a broker-dealer, investment advisor, BD agent, or IA Representative, as appropriate. Follow-up individualized responses to persons in a state by such a firm or individual that involves either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

 

This Internet site may contain general information about various investment products. The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. Such information is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.