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Our Journey to Redefine Financial Freedom

From humble beginnings to a trusted partner in your financial journey.

our story

Welcome to Lifetime Retirement Partners – a journey, a vision, and a promise. Our story begins within the confines of a captive insurance-based organization, where we honed our financial expertise. However, we soon recognized the limitations that restricted our ability to offer diverse and innovative solutions to our clients. The world was evolving, and the marketplace demanded more than the limited options we could provide.

Witnessing these shifts, we felt an imperative need to break free. Our mission was clear: to think bigger and exceed the expectations of those we serve. Fueled by our commitment to deliver unparalleled value, we set forth on an independent path, driven by the ambition to create meaningful change in our clients' financial journeys.

Thus, Lifetime Retirement Partners was born – a firm dedicated to offering comprehensive solutions designed to meet the evolving needs of our clients throughout their entire lives. Our foundation was built on the trust and insight gained from years of experience, with a singular purpose: to protect and enhance your financial well-being for a lifetime of possibilities.

At Lifetime Retirement Partners, we strive to go beyond traditional financial advising by serving as dedicated partners in your journey. Our personalized approach is designed to align with your unique goals, and our holistic strategies focus on supporting and guiding you through each step of the process.

Join us on this lifetime journey as we redefine what it means to experience financial freedom, guided by a firm that is built for and around you.

A founding member of Lifetime Retirement Partners - David KollChristopher Patrick O'Connell in a suit
Mission Statement

our mission and values

At Lifetime Retirement Partners, our mission is to be the catalyst for comprehensive financial empowerment, offering our clients the diverse and innovative solutions necessary to navigate an ever-changing marketplace. We are committed to breaking free from traditional confines to provide a lifetime of protection and value, accompanying our clients on their unique financial journeys with unwavering dedication and expertise.

Core Values

Client-Centric Focus: We place our clients at the heart of everything we do, ensuring that every solution is tailored to meet their individual goals and aspirations.
Innovation and Adaptability: We embrace change and continuously seek new ways to enhance and expand our offerings, staying ahead in a dynamic financial landscape.
Integrity and Trust: We believe in earning and maintaining the trust of our clients through transparent and ethical practices.
Collaboration and Partnership: We work collaboratively with our clients, fostering strong partnerships that empower them to make informed financial decisions.
Lifelong Commitment: We are dedicated to providing long-term support and guidance, building enduring relationships for a lifetime of financial security.
meet our team
A picture of the entire team of Lifetime Retirement Partners
Start Here

Take the First Step Toward Financial Confidence

At Lifetime Retirement Partners, we’re here to help you navigate your financial journey. Let’s create a personalized plan that aligns with your goals and adapts as your life evolves, providing you with confidence and peace of mind along the way.

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