Lifetime Financial Group

Specialties

We are a Financial Services and Estate Planning firm. We assist our clients in identifying and achieving their lifetime financial goals. We accomplish this by listening to our clients’ wants, needs and concerns. We analyze their current situation, educate and, if needed, recommend appropriate action or products. Our goal is to provide a lifetime workable plan and establish a long term trusting relationship that promotes the referral of our services to others.

Value added Services: Free Financial Profiles and Free Insurance quotes

Meet the Business Owner

Jay M.

Business Owner

Jay started his career in 1981 as a licensed insurance agent for the Mutual of Omaha Companies. Jay founded Lifetime Financial Services in 1985 and is licensed in Life and Health insurance and has a Series 6, 26 and 63 registered.* He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and a member of the General Agents and Managers Association (GAMA). He is a Qualifying Member of the Million Dollar Round Table.

Jay has 3 children. Todd who is married to Tara and is a student and coaches wrestling for the University of Nebraska –Omaha. Kristi attends the University of Nebraska Omaha and played on the Lady Mav’s softball team. Nick, the youngest, graduated from Lincoln Technical Institute in Denver with a master certification in diesel mechanics. Jay’s outside activities include State Vice-​Chairman for Nebraska USA Wrestling, Assistant Head Wrestling coach at Millard South High School, and President, University of Nebraska — Omaha Wrestling Booster club.