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Financial Plans | Retirement | Investments | Annuities

Transforming Lives - Now & For Future Generations

We believe that every individual and family deserves the peace of mind that comes from knowing that their future is secure. That's why our unique approach is centered around securing protection first and then creating financial plans that are tailored to meet the unique needs and goals of each client. Secure then transform. 

We are committed to providing excellent service through our innovative financial process and product design to help our clients reach their financial objectives in the creation, maximation, protection and enjoyment of wealth by advocating for them to make informed financial decisions. We build life-long relationships with our clients. 

If you're looking for a financial advisor who can help you navigate the complexities of financial planning, look no further than our team. We're ready to help you achieve financial freedom and secure your future today. 

A Resource In Building Your Financial Success 

 

We give clients the confidence to take control of their lives and guide them to build a clear path to their financial future. The focus of Lifetime Financial Growth centers on our clients' vision for their future to create a lasting impact on their wealthy potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial strategy platforms available today, LFG envisions and enhances our clients' goals through purposed macro-management, informed fiscal education, and experienced asset servicing solutions. 

 

The Living Balance Sheet®

We are an authorized user of The Living Balance Sheet® (LBS). LBS is an interactive web-based tool guided by a powerful philosophy to financial decision making. LBS offers a holistic overview of your personalized financial picture - and journey - all in one place. We want our clients to feel confident that they can reach their financial goals without taking unnecessary risk. Client results often include comprehensive protection, enhanced asset strategies, and more effective savings. 

Have you ever wondered how your financial health stacks up?

Check your financial scorecard with Sam Lingo Financial Advisor at LFG

Workplace Strategies
401(k) Plans
Supplemental Income Protection
Financial Wellness Programs 
Supplemental Life Insurance
Group Benefits - Life, Dental & Disability Income

Business Owner Strategies
Business Succession Planning
Key Person Planning
Buy/Sell Planning and Funding 
Exit Planning Strategies

Personal Strategies
Life Insurance
Comprehensive Financial Services
Estate Planning1
College Funding
Risk Management
Retirement Income Strategies
Disability Income Insurance2

1 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. 2 Individual disability income products underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, or provided by Guardian. Product provisions and availability may vary by state. Financial information concerning Guardian as of December 31, 2022, on a statutory basis: Admitted assets = $76.0 billion; liabilities = $67.2 billion (including $55.0 billion of reserves); and surplus = $8.8 billion.

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