Our Services


We provide comprehensive Financial Advisory & Investment Services, Retirement Income Plans, Estate Planning, and Business Services for Individuals, Company Owners, Corporations, Endowments, and Institutions.

Lifetime Income Store Advisors and its ERISA Plan unit, Institutional Advisors, provides the following services:

  • Individual Financial Advisory & Investment Management
  • 401(k) Plan Design, Implementation & Management
  • Pooled Employer Plans
  • Pension Risk Transfer
  • Multiple Employer Plans
  • Community Bank Support Services
  • Bank-Owned Life Insurance
  • Individual & Group Defined Benefit Plan Design, Implementation & Management
  • New IRAs, Roth IRAs, and Simplified Rollover Services
  • Family Office Advisory & Investment Management
  • Private Foundation & Endowment Advisory & Investment Management
  • Institutional Advisory & Investment Management

Lifetime Income Store, Inc., provides the following services:

  • Comprehensive Portfolio Analysis
  • Financial Planning - Retire Distinctively™
  • Retirement Income Strategies
  • Tax Deferred Strategies
  • Tax Advantaged Supplemental Retirement Accounts (TASRA​)
  • Estate Planning - Wills, Trusts, HPOAs
  • Estate Conservation Plans
  • Turn-Key Pension Plan Design for Individuals and Companies
  • Business Succession Plans
  • Deferred Compensation Plans
  • Corporate Trusts, Shareholder Agreements, and Business Continuation Plans
  • Employee Financial Education Seminars

LIS Tax Advisors provides the following services:

  • Individual & Corporate Tax Services
  • Corporate Accounting & Payroll Support
  • Business Valuation Services


Click here to schedule an initial conversation with one of our Professionals.