Maneuver Through Life’s Uncertainties with Us

We offer Comprehensive Insurance Planning Strategies

Building a Strong Foundation for Your Financial Security

At Lifelong Wealth Management Group, we understand that life is unpredictable. Our insurance planning services are designed to provide you with peace of mind, knowing that you and your loved ones are well-protected against unforeseen events.

We take a holistic approach to assess your unique needs, ensuring that your insurance coverage not only protects your assets but also aligns with your overall financial goals. From personal to business insurance needs, our dedicated team is committed to finding the right balance of coverage and cost, so you can focus on what matters most – living your life to the fullest.

Secure Your Future Today with a Personalized Insurance Plan

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Personal Insurance Solutions Tailored to Your Life

Your personal insurance needs are as unique as your life story. At Lifelong Wealth Management Group, we specialize in customizing insurance solutions that fit your individual circumstances. Whether it’s life, health, disability, or long-term care insurance, our team works tirelessly to ensure that you and your family are adequately protected.

We consider all aspects of your life, from your current financial situation to future goals, to provide a comprehensive plan that evolves with you.

Personal Insurance Solutions Tailored To Your Life


Business Insurance Strategies For Sustainable Success

Business Insurance Strategies for Sustainable Success

For business owners, insurance is a critical component of risk management. Our services extend to providing robust business insurance strategies that protect your company’s financial health. We help you navigate the complexities of business insurance, from key person insurance to general liability and beyond.

Our aim is to safeguard your business’s assets and operations, so you can focus on growth and success without the worry of unforeseen financial risks.


Estate Planning and Wealth Transfer with Strategic Insurance Solutions

At Lifelong Wealth Management Group, we integrate insurance planning into your estate and wealth transfer strategies. Our insurance plan advisors are skilled in utilizing insurance products to ensure a seamless transfer of your wealth to the next generation, while minimizing the tax impact. We work closely with you to understand your legacy goals and implement solutions that protect your estate and provide for your heirs in the most efficient way possible.

Estate Planning And Wealth Transfer With Strategic Insurance Solutions

Let Us Help You Build a Legacy with Strategic Insurance Planning

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Continuous Review and Adjustment for Optimal Protection

Insurance needs change as life evolves. That’s why our insurance planning advisors at Lifelong Wealth Management Group provide ongoing review and adjustment of your insurance plans. We stay abreast of changes in your life, the insurance market, and regulatory environment to ensure that your coverage continues to meet your needs.

Whether it’s adjusting policies to match new life milestones or finding better rates as markets change, we are committed to maintaining the best protection for you at all times.

Continuous Review And Adjustment For Optimal Protection

Get in Touch

Are you ready to secure your financial future with our customized strategic insurance plan? Contact Lifelong Wealth Management Group today and take the first step towards achieving peace of mind and financial stability.

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About Our Financial Planners

As financial planning experts in Lake Oswego, we offer a unique approach to develop a comprehensive financial plan that fits your unique situation.

Lake Oswego Office

5 Centerpointe Drive, Suite 400
Lake Oswego, OR 97035

(503) 747-6534
(503) 214-6534


Palm Spring Office

777 E. Tahquitz Canyon Way, Suite 200-105
Palm Springs, CA 92262

(760) 606-0087
(760) 606-0084


Roseville Office

3017 Douglas Blvd., Suite 300
Roseville, CA 95661

(916) 546-8598