Services Offered
Retirement Planning
Customized strategies to secure your financial future and achieve retirement goals.
Investment Portfolio Management
Professional management of investments with regular updates and transparent reasoning.
Financial Advisory Consultations
Personalized meetings to discuss concerns, changes, and financial health check-ups.
Insurance Solutions
Guidance on insurance options to protect assets and ensure long-term security.
Wealth Building Strategies
Expert advice to grow modest savings into a robust portfolio for present and future needs.
Reviews
5(5 reviews)
Rating Distribution
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Regina Cooper
via Google
10 months ago
I’ve worked with Ken and his wife, Courtney Bowers for more than 15 years and I have had only positive experiences with them in my financial dealings. I have found them to be not only very knowledgeable and professional but also very down to earth and caring people. I have put my complete trust in them with my very modest lifetime savings and have never been disappointed. They are both very good at communicating any concerns or changes in my portfolio and have always made themselves available for me to ‘check in’ and explain or help me to understand things that I know little about. I would highly recommend Ken and Courtney to my family and friends as highly respected financial advisors/managers.
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Nancy Adamsvia Google
over 1 year ago
We have been working with Ken and Courtney for many years and have greatly benefited from their expertise, but even more important to me has been their professionalism and their kindness. They really care about their clients and they have been making decisions for our financial health based on many economic factors. They are careful to explain their reasoning behind those decisions. We trust them completely and I can't ask for any more than that. I highly recommend Lifetime Retirement Strategies no matter where you are in your investing journey.
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Melissa Stockvia Google
over 1 year ago
After many months of searching and interviewing financial advisors, my husband found Lifetime Retirement Strategies. Ken and Courtney and team are not only smart and ethical, but also kind and caring. I absolutely recommend them, and most importantly, trust their counsel. Our portfolio has grown and we have received excellent advice. I am now confident about retirement. Highly recommend. - Melissa and Dan Stock
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Denise Heonvia Google
over 1 year ago
I appreciate my time with Ken and Courtney. They give me plenty of their time and answer all my questions. They work effectively together to put me at ease and have great ideas to build my portfolio for a more secure present and future. Thank God I found them years ago. I would have never known how to retire without their vision ,custom made for my wants and needs. They have changed my life because I needed a smart team to help me. Financial Security makes all the difference in one's world
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Deb Barrerasvia Google
about 2 years ago
Ken and Courtney have managed our investment portfolios for many years. They are very accessible when we need to request a transaction, have a question, or just want to meet for a financial check up. Ken explains what he is doing with our investments, and why, and we feel he and Courtney listen to our needs and concerns and act in our best interests. We recommend their services if you are in need of a financial advisor.
