sgenung@lifetimeinvestmentsandfinancialplanning.com
(954) 629-4716
(800) 638-8873
8080-A Severn Drive
Boca Raton, FL 33433


 

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Commission-based services

  1. Basic Financial Planning
  2. Virtually unlimited mutual fund families
  3. Money Management Accounts

Fee-Based Services

  1. Estate Planning
  2. Financial Planning
  3. College Planning
  4. Retirement Planning
  5. Asset Protection Planning
  6. Investment Advisory Services
  7. Investment Execution
  8. Money Management Accounts
  9. Debit Cards
  10. Checking accounts
sgenung@lifetimeinvestmentsandfinancialplanning.com
(954) 629-4716
(800) 638-8873
8080-A Severn Drive
Boca Raton, FL 33433

 


 

Home     Services     Biography     Map

Steve Genung, President

Steve Genung is president of Lifetime Investments and Financial Planning in Boca Raton, Florida. In his role as an investment advisor, Steve discreetly advises individuals, families, and business owners on how to invest, protect, and pass assets to their heirs.

"In conducting our day-to day business," Steve says, "we always strive to know more about our clients and their needs, to give them time to make decisions, and to learn more about our craft."

A private pilot since the age of 17, Steve holds a bachelor's degree from the U.S. Air Force Academy. He is a former U.S. Intelligence Officer who analyzed worldwide economics, infrastructures, and politics and traveled throughout Europe, Mexico, Africa, the Middle East and the Pacific, including Guam, Korea, Japan and Australia. In 1995, he was awarded the Air Force Achievement medal for Heroism. He is a Certified Senior Advisor with the Society for Senior Advisors as well as a member of the International Association of Financial Planners. Most recently he has traveled to Mexico, Belgium, Switzerland and France to examine the economic and investment environments in those regions. He will soon be travelling to China to speak to bankers, CEOs, and state financial organizations about investment opportunities and pitfalls in that dynamic region. In 1998 he was a guest speaker on securities and investing at the U.S. Air Force Academy and holds regular seminars across the country.


sgenung@lifetimeinvestmentsandfinancialplanning.com
(954) 629-4716
(800) 638-8873
8080-A Severn Drive
Boca Raton, FL 33433


 

Home     Services     Biography     Map

 

sgenung@lifetimeinvestmentsandfinancialplanning.com
(954) 629-4716
(800) 638-8873
8080-A Severn Drive
Boca Raton, FL 33433