The Society for Lifetime Planning, based in Troy, MI, was established in 1985 with a dedication to assisting individuals and families in preparing for their later years. With a focus on investment management and retirement planning, the company has served over 2,000 Michigan families, offering personalized guidance for establishing goals and overcoming financial challenges.
Comprising a team of experienced professionals, including Larry Slabotsky, Ken Morris, T. Michael Dolan, Nina Preston, Wendy Potter, Brandon Morris, Zachary Slabotsky, Joe Maleszyk, and Eva Roda, the company provides comprehensive financial services tailored to address clients' needs. From retirement planning and income strategies to investment management and college funding, the team at Lifetime Planning is committed to helping clients achieve financial security.
At the core of their mission is the belief that proactive financial planning is essential for securing a successful future. Through a range of programs and seminars, such as "Bears, Bull & Breakfast" and the Women's Programs, Lifetime Planning empowers clients to make informed decisions about their financial well-being. With a client-focused approach and a wealth of collective experience, the company aims to deliver confidence in their clients' financial futures.
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