Established in 1985, The Society for Lifetime Planning has helped thousands of individuals and families plan for their later years with confidence. Our philosophy is steadfast: Reflect on the past, cherish the present, and prepare for a future containing the treasures of a Lifetime.
Since 1985, The Society for Lifetime Planning has been a provider of financial services, helping more than 2,000 Michigan families with investment management and retirement planning. Our mission is to prepare you for life’s most important events and work with you as you make significant decisions. We provide personalized guidance for establishing goals and navigating challenges, developing and executing a customized financial plan, and monitoring that plan going forward.
Retirement Planning
Income Strategies
Protecting Loved Ones
Investment Management
College Funding
Preserving Assets
Issues on Aging
Generational Giving
Financial Planning
With a reputation for intelligent, compassionate, and dedicated service to his clients, Larry takes great pride in offering objective, productive strategies for those planning for retirement. “We’re good listeners and good problem solvers. It’s our job to help clients determine how to use their resources, how to feel comfortable spending their money, how to pursue their dreams. At the end of the day, we measure our success by our ability to help deliver confidence in their futures.”
Larry is a devoted collector of Presidential memorabilia (including a document from Abraham Lincoln requesting more troops from Michigan during the Civil War). He enjoys playing and watching golf, tennis, and basketball. He is also a long-time member of the University of Michigan Cancer Board.
Registered Representative, Kestra Financial. Larry is registered to do business in the following states: AL, AZ, CA, CO, FL, GA, IL, KS, KY, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, RI, SC, TX.
kenmorris@lifetimeplanning.com
Ken Morris has over 40 years’ experience as a financial advisor. Ken prides himself as being on top of economic and financial news, issues and trends, Ken writes the Personal Finance column that appears in The Oakland Press every Sunday. He is also the author of the book, " A Thought for Your Pennies."
When he’s not busy advising clients or writing about finance, Ken participates in a variety of outside activities, including skiing, skeet shooting, biking, golfing and boating. When he isn’t reading financial news you can find him reading history.
Ken is registered to do business in the following states: AL, AR, AZ, CA, CO, FL, GA, ID, IL, IN, KS, MD, MI, MN, MO, NC, NM, NV, OH, PA, SC, TX, VA, WI, UT.
As a Kestra Financial Advisor with Society for Lifetime Planning, Mike combines his knowledge in finance and investing with a personal interest in helping clients pursue a retirement that is rich in all aspects: financial, social, and emotional.
“My role is to be a good steward of your money and to make sure your investment strategy is designed to address both your financial and your ‘human’ goals. We’ll explore how you are planning to enjoy your money for the rest of your years, and what we can put in place now to help you prepare for retirement.
“I’m also available for ongoing conversations and analysis to ensure that you understand what you own, why you own it, and what it is supposed to be doing for you – only then can you assess if your investments are within the range of volatility that you want to assume.”
Mike Dolan is well-known for his “Life After…” seminars, presented to thousands of GM and Ford employees and others over the past 25 of years. He has been quoted in both the Detroit Free Press and Money Magazine and featured in interviews on WJR 760-AM. Mike also hosts a monthly event entitled “Bears, Bull & Breakfast” to discuss financial issues and trends with Lifetime clients and their friends.
When he isn’t working with clients to map out their futures, Mike enjoys spending time with his grandchildren, renovating his home, and exploring the wonderful waters of Michigan. He is also an avid reader, particularly in the areas of business, automotive and technology.
Registered Representative, Kestra Financial. Mike is registered to do business in the following states: AZ, CA, CO, FL, GA, IL, KY, MI, MN, MO, NC, OH, TX, WI.
Nina Preston has been a financial advisor for more than 30 years. Before joining Lifetime Planning in 2001, Nina founded and operated an independent financial planning firm for more than 10 years. She was the Money Makeover Specialist for the Detroit News from 1999-2008 and hosted financial radio programs for 12 years.
Nina’s reputation as a highly responsive, extremely thorough advisor is backed by her dedication to helping clients overcome financial challenges and secure successful futures. Her philosophy: “Be very proactive. Financial planning isn’t something that you do just once — it’s something that you live.”
When she isn’t serving as a “concierge” for retirement issues, Nina enjoys equine dressage and therapeutic riding, adventure vacations, and dog agility training.
Registered Securities Principal, Kestra Financial. Nina is registered to do business in the following states: AZ, CA, CO, FL, IL, KS, MI, NM, NY, OH.
Wendy Potter has been a financial advisor for over 30 years. She specializes in working with physicians, professional females, and engineers in the automotive/supplier industry. Her primary focus is helping families work toward their financial goals through proper planning and risk management. She is proud to have helped several families over multiple generations.
A frequent presenter, Wendy provides ongoing educational programs at Metro Detroit hospitals to help physicians pursue financial success. Wendy also serves as co-director of Lifetime Planning’s Women’s Program, which provides financial, educational, and social programs for women over 50. Events are designed to help women move forward with confidence.
Wendy is a long-standing Executive Member of INFORUM (formerly the Women’s Economic Club) and served on Detroit Regional Council for 7 years.
Wendy is very proud of her 2 adult children. Her daughter, Allie, lives in Brooklyn, NY, and son, Jacob, in Nashville, TN. When not helping clients, Wendy enjoys exploring old and new places in Detroit, Lions games, outdoor activities: walking, boating, golf, and traveling to visit her kids and clients around the country.
Registered Representative of Kestra Financial. Wendy is registered to do business in the following states: AZ, CA, CO, FL, GA, MA, MI, SC, TN, TX, WA.
Marty Grattan has been with Society for Lifetime Planning since 1992. In addition to his experience as a Registered Representative, Marty spent eight years as an auditor in the financial industry.
With a caring, approachable demeanor, Marty appreciates working for a company that truly puts clients and their needs first. “My clients are treated as if they are valuable members of my family. Their goals are my goals, and it’s my privilege to help pursue them.”
Outside of work, Marty enjoys spending time with his two sons. Their favorite activities include baseball, soccer, and scouting. He also enjoys woodworking.
Registered Representative, Kestra Financial. Marty is registered to do business in the following states: AL, AZ, FL, IN, MI, MO, NM, TX.
Brandon has been a professional in the financial services industry for over 10 years. He is committed to helping clients achieve their goals while engaging in a business and profession he loves. Working hand in hand with his father, Lifetime Planning co-founder Ken Morris, has been a blessing and a treat for Brandon. Ensuring that clients receive the service and support that they deserve is essential to Brandon. Brandon achieved his CERTIFIED FINANCIAL PLANNER(TM) designation as well as series 7 and series 66 licenses. Brandon lives in Plymouth with his wife Metaxia and children Alexander and Lydia. Much of his spare time is spent enjoying time with his kids going on adventures around the metro detroit area. When he does get a free moment, Brandon enjoys hitting the links at courses throughout Michigan.
Registered Representative, Kestra Financial. Brandon is registered to do business in the following states: CO, FL, IL, MI, OH, VA.
Zack joined Lifetime Planning in 2017 eager to help families enjoy better investing experiences. He works with clients to understand their goals and develop comprehensive, personalized financial plans. Those plans consider tax efficiency, smart diversification, and a scientific, evidence-based investing approach. In the role of personal financial quarterback for his clients, he monitors plans and provides objective advice on investment and personal finance questions.
Prior to becoming a financial planner, Zack spent more than a decade studying and working in economics and finance elsewhere. Most recently, he supported and coached financial advisors in his role as Regional Director for one of the industry’s fasting growing investment managers. His experience also includes three years working as an economic consultant in New York as well as internships with a hedge fund, a real estate firm, another wealth manager, and the Michigan Economic Development Corporation.
When he isn’t working with clients, Zack can be found playing basketball, tennis, golf, hiking, or trying a new workout class. He also enjoys travel and has visited five continents. Highlights include riding a camel in Morocco, seeing the Winter Olympics in Vancouver, and spending New Year’s atop Machu Picchu. He lives with his wife, who he married not once but twice after COVID shortened the guest list for their original wedding date.
Registered Representative, Kestra Financial. Zachary is registered to do business in the following states: MI, AZ, CA, CT, DC, FL, HI, IL, KS, MO, NM, NY, TX, and WA.
Prior to joining Lifetime Planning, Joe worked at a large public accounting firm based in Southfield, MI. His work was diversified among various industries including municipalities, manufacturing, and construction. He also spent extensive time focusing on employee benefit plans. Joe also has prior experience in the financial services field, holding an internship at Morgan Stanley.
Joe, a registered CPA, utilizes his prior skills to work with clients to understand their goals and develop personalized financial plans. Those plans consider tax efficiency, diversification, and are catered to one’s specific needs. Joe specializes in creating and enhancing retirement plans for businesses of all sizes, in addition to working with individual investors. Joe is a proud alum of Central Michigan University. In his free time, Joe plays golf, pickleball, and chases his energetic puppy, Luna. When not at the office, Joe spends time at his family’s cottage in Lexington, MI.
Registered Representative, Kestra Financial. Joe is registered to do business in the following states: AL, AZ, CA, FL, MI, and NJ.
As Client Services Coordinator, Eva Roda is responsible for all client transactions. She joined Lifetime Planning more than 20 years ago and supports the entire financial team at Lifetime. Her favorite activity outside the office is spending time with her family.
Kim Diroff joined Lifetime Planning in 2006. She assists Eva Roda with coordinating client services. Before joining Lifetime, she spent a decade working in the insurance industry. Kim enjoys spending time boating on the lake with her friends and family.
Jill Benson has been with Society for Lifetime Planning since 2005. She specializes in Client Relations and assists financial advisors Mike Dolan, Joe Maleszyk, and Marty Grattan. Jill enjoys outdoor activities with her family.
Pennie is support staff to the assistants and financial team. She keeps them tidy and filed away. She enjoys downtime at the family cottage in Lexington, MI.
Kayla Wareham joined Society for Lifetime Planning in 2022. She primarily supports Zack Slabotsky and Eva Roda, but she has proven eager to contribute wherever she can. She is currently working toward her Bachelor of Business Administration with a focus in Finance from Walsh College. Away from the office, Kayla enjoys reading and spending time with family.
Andrea Lafferty joined Lifetime Planning as an Administrative Assistant in 2022. She primarily supports financial advisors Ken and Brandon Morris, and she has quickly become a friendly face and responsive resource for their clients.
Prior to joining Lifetime, she worked in Wayne State University’s music department before dedicating several years to being a full-time stay-at-home mother for her two children. She enjoys music, spending time on Lake St. Clair, and traveling with her family.
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