Jim Schepis's Contact Details

Jim Schepis's Company Details

Capital Planners

N/A, , US • 20 - 49 Employees
Financial Services

Lifetime Financial Growth is a privately owned wealth management firm. The focus of Lifetime Financial Growth centers on our clients' vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, Lifetime Financial Growth envisions and enhances our clients' objectives by designing a customized strategy and creating a life map to achieve and protect their wealth.Our MissionTo provide excellence in service and innovative financial product design to help our clients reach their financial objectives in the creation, maximization, protection and enjoyment of wealth by advocating for them to make informed financial decisions which reflect their value system, love of family, and commitment to community.Lifetime Financial Growth is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 244 Boulevard of the Allies, 6th Floor Pittsburgh, PA 15222, ph# 412.391.6700. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2021-124600 EXP 07/2023