
Eric Smith, one of the owner's of Lifetime Planning has been my financial planner for 15+ years. He is honest, a clear communicator, and lays out alternatives for my long-term financial planning...
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Lifetime Legal is a trusted legal firm based in Camarillo, CA, specializing in estate planning services. Led by Eric Smith, CFP® Attorney at Law, the team is dedicated to helping individuals protect their legacy through personalized and compassionate legal guidance.
They offer a range of services including charitable planning, estate administration, living trust packages, wills, and financial planning. With a focus on ensuring that clients' estates are passed down according to their wishes, Lifetime Legal strives to provide security and peace of mind for families.
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Eric Smith, one of the owner's of Lifetime Planning has been my financial planner for 15+ years. He is honest, a clear communicator, and lays out alternatives for my long-term financial planning...
I was very disappointed with the lack of professionalism exhibited by the Branch Manager. Basic information, such as how to access one's account online or the location of company headquarters, was...
Lifetime Planning has saved my family from financial despair. Before I met Eric Smith and his staff, my family had no college plan for my two children and very little direction toward retirement...
Lifetime Planning provides excellent service and sound financial advice. I have been a client of theirs for many years. I have been impressed with their work ethic, fairness, honesty and...
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