Important Notice:

Thank you for contacting Lifetime Planning. Please note that conducting business via text is challenging, as our system cannot capture these communications like we do with email. Financial advisors can face fines and sanctions for using unmonitored texts with clients. 

How to Streamline Your Experience:

• Schedule Appointments:
  The best way to book a meeting or a quick callback is through Calendly. Click the link in our email signatures or visit www.LTPlans.com. This way, you can choose a time that works for you without any phone tag.

  • Arnie Jr.: Book a meeting or call with Arnie Email: Arnie4@LTplans.com

  • Nicole: Book a meeting or call with Nicole Email: Nicole@LTplans.com

  • Kasy: Book a meeting or call with Kasy Email: Kasy@LTplans.com

• Use Email for Faster Correspondence:
  For quicker responses, please use email. You can also call the main office line at 585-728-9191—we respond promptly to voicemails.

• Deposits & Withdrawals:
  Please provide at least five business days' notice for withdrawals and deposits. We’ll do our best to accommodate shorter notice when possible.

• Schedule Your Reviews:
  You can schedule your own reviews through Calendly, or request Ginger to set up an automated reminder every 6 or 12 months.