In Bruce’s Words
When Lifetime Financial Group joined Silver Oak’s team of financial professionals, firm founder Bruce A. Berman was more than ready to leave behind the large, impersonal broker-dealer environment where he and his firm found themselves.
Lifetime Financial Group serves families and small businesses across the Chicagoland area and beyond. The firm has a unique emphasis on serving social workers, psychologists, and other professionals dedicated to helping others. With expertise in solo and partnership practices, the firm specializes in holistic, socially responsible financial planning. From managing assets to fostering philanthropy, Lifetime Financial Group integrates every aspect of a client’s financial life in a comprehensive and socially conscious way.
When evaluating new broker-dealer partners, true independence was a top priority for Bruce. Coming from a “captive” environment where creativity was stifled by restrictive compliance systems, Bruce sought a partner that valued freedom, flexibility, and collaboration.
Watch this interview with Bruce to learn why he took the steps to transition both his advisory and brokerage business to Silver Oak.
