About Us


What Really Matters

The most important thing is to define your goals

Retiring comfortably to me includes the ability to travel. A lot.


You can easily decide if your future includes traveling all across the world, or if it's just simply retiring somewhere where the weather is perfect all year round. But, having those goals in mind now can help you achieve the financial security you'll need when it's time.

Would you like a worry free future?

Wouldn't we all? Finally, you can have the future you want without the worry of what tomorrow is going to hold for you financially. Lifetime Financial is dedicated to helping you achieve all of your future hopes and dreams with ease and comfort.

John Beckstead has well over 20 years of investment management experience.

We are at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, we make sure to work around your budget.

We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day.

Lifetime Financial is a fee only, independent investment advisory and wealth management firm.  We provide discretionary investment supervisory services and financial planning services to individuals and small businesses.   Our mission is to build and preserve our client’s wealth through prudent investment management.

All services are performed on a fee-only basis.  Lifetime Financial never receives a commission for any product they use in your financial plan or investment management service.  Since they don’t receive a commission, they don’t have any conflict of interests when managing your portfolio or providing a financial plan.