Lifelong Financial Solutions
About the Business
![Lifelong Financial Solutions Lifelong Financial Solutions](https://guideinua.b-cdn.net/images/logo_new/827/34083086/logo.webp)
Lifelong Financial Solutions is a finance institution located at 8305 Davenport Street in Omaha, Nebraska, United States. Since 2003, we have been dedicated to helping clients plan for their retirement with a down-to-Earth approach. Our founder, Tom Salestrom, has over 20 years of experience in providing life insurance, annuity, and retirement income strategies to thousands of retirees and pre-retirees. We believe in protecting your savings and empowering you to make informed decisions about your financial future.
Our retirement income strategies focus on ways to keep your money safe from market loss while still providing income. We offer complimentary educational events and one-on-one meetings to help you understand your options and make confident decisions. Our core principles include guaranteed safety, reasonable rates of return, and simplicity in your financial plan.
At Lifelong Financial Solutions, you are our top priority. We believe in building long-lasting relationships with our clients based on honesty, integrity, and respect. Our goal is to leave you better off, whether that means helping you with your retirement income strategy or advising you to stay on your current path. Your success is our ultimate reward.
If you value freedom and want to feel comfortable with your retirement plan, we may be the perfect fit for your needs. Contact us to learn more about how we can help you achieve your financial goals.
Photos
Location & Phone number
8305 Davenport St, Omaha, NE 68114, United States
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:30 PM
Thursday:
8:30 AM - 5:30 PM
Friday:
8:30 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Bottom Line: You can make a higher average rate of return by having your money in a money market savings account. Tom Salestrom / Lifelong Financial Solutions overbooked the sales presentation. So we drove an hour for nothing beacause he overbooked the event. Tom showed a complete lack of professionalism and overall disrespect. He was unapologetic and insincere. However, if he is trying to sell you something he will act the exact opposite. He basically wants you to move your investments to him so that he can make money off of you. Also, beware, because there are stipulations that prevent you from accessing your money when you want; and there are penalties and loss of bonus funds with those stipulatory transactions. Avoid this company; and if you do have funds with the company, check your average rate of return: it is probably hovering around 3%, which is not very good, considering the amount of stipulations they put on you being able to access your money. Bottom Line: Move your money somewhere else!"
"First and foremost, My son, Jeremy has been a client of Tom Salestrom since 2015. He got a postcard from Matt to come to a presentation and bring others with him, so i called Matt, at lifelong financial solutions and signed up to go to Morries steakhouse in Sioux Falls, SD on March 26, 2024 at 6:00 for the presentation. He took down all of our names. We got up there at 5:50, and were told they had no seating left and our names were not on the list. Tom asked who i talked to and signed up with, and it was Matt who i talked to on the phone.We drove from Inwood, IA. to attend the presentation, and were turned away, because they were full, after we already reserved our seats. After we got home, Jeremy looked at his accounts, and his average rate of return has been 3.15%, so barely keeping up with inflation since 2015. Jeremy has been Toms client since 2015, and Tom didnt even know who he was. TAKE YOUR MONEY SOMEWHERE ELSE!"
"Tom will help you any way he can. No pressure either. Helped me get some foreign investments back. Very nice to work with. I'd highly recommend him to anyone trying to figure out today's investment strategies."
"I was at a very financial low point in my life when I found “Lifelong Financial Solutions”. Tom & Angela along with their team Tyler, Lori & Matt, helped me to get back on track of financial stability with peace of mind. Because of them, I no longer wake up in the middle of the night with horrible anxiety of when & if I will ever be able to retire. I am so grateful for this. Tom & Angela run their business with the highest of moral integrity, honesty & a deep care for all their clients. By meeting with Tom annually to review my investment, I always know where I stand. No more worries! Tom continues to keep his finger on the pulse of the financial environment & economy. And for this I am so grateful & thankful that my financial future is in the safest place under the care of “Lifelong Financial Solutions”."
"We have been so pleased with Lifelong Financial Solutions! The entire staff is knowledgeable in all areas and we 100% trust them with our retirement savings. We rest assured that our money is in the right places. We highly recommend this business!"
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