Full-Service Small Business Solutions Specialists
From Business Funding to
Retirement Planning and all the Support you Need in Between
Our Services
Insurance Needs
Trust & Estate Planning
Trust & Estate Planning
From business insurance to whole life, term or mortgage protection life insurance with living benefits...even tax-free cash value and index performance plans. We truly customize your insurance needs. We can even find you the best medicare, health, dental and vision insurance plans.
Trust & Estate Planning
Trust & Estate Planning
Trust & Estate Planning
Unanswered questions can leave your loved ones in despair. Estate planning protects your assets and interests, and relieves loved ones of the stress of trying to manage your affairs when you're gone. Most importantly, it helps to avoid probate and is YOUR plan, not the state's.
Financial Management
Trust & Estate Planning
Financial Management
We help individuals and businesses optimize their finances, including expert bookkeeping services, financial reporting and budgeting. We also provide tailored debt elimination strategies to help you reduce liabilities and achieve long-term financial stability.
Retirement Solutions
Business Funding Solutions
Financial Management
Whether you're in the early stages of retirement planning, have gotten a late start, or perhaps you are just now entering retirement and looking for the best solution for sustainability and asset protection, we can help.
Business Funding Solutions
Business Funding Solutions
Business Funding Solutions
Opening and sustaining your own business comes with challenges. It can be tough to find financing for startup, expansion, making employee payroll, etc. when you need it. Specializing in performance-based lending, we'll go above and beyond to secure the funds your business needs to thrive.
College Funding and Beyond
Business Funding Solutions
Business Funding Solutions
Saving enough money to pay for college tuition and unexpected expenses that come up in life is an absolute must. What options are out there, which option will give me the best return on my investment and which one will allow me flexible access and maximum funding limits?
We Would Love the Opportunity to Serve You
Get help with your financial needs so you can achieve your goals and have peace of mind.
Contact LifeLite Financial Here
Hours of Operation: (Available after hours and weekends by appointment)
Open today | 08:00 am – 05:00 pm |
