Lifetime Financial Planners LLC

Independent, Fee-Only, Financial Planning, Investment Management, Tax Planning advisory firm. 

Serving Business & Government Executives, Retired Military Veterans, Self-Employed Professionals, and Young Professionals.

Passionate and independent CERTIFIED FINANCIAL PLANNER™ professional with 20+ years of extensive experience helping select clients navigate their financial life, reduce financial stress and anxiety, build wealth, and attain Financial Peace of Mind.  

I build Personalized Financial Plans for every client to address important “Real Life” financial issues including Financial & Retirement Planning, Investments, Income Tax Planning, Executive Benefits & Compensation Planning, Insurance Planning, Social Security & Pension Planning, Multi-Generational Trusts, and Estate Planning.

In addition, I have specialized expertise with Executive Benefits & Compensation Planning for Restricted Stock (RS), Restricted Stock Units (RSUs), Performance Shares (PS), Non-Qualified Stock Options (NQSO), Employee Stock Purchase Plans (ESPP), Non-Qualified Deferred Compensation Plans (NQDC), Net Unrealized Appreciation (NUA), 457(b) "Double-Limit Catch Up" Provisions, and 457(f) Non-Qualified Deferred Compensation Plans.

Professional Credentials:

Master of Science Degree in Personal Financial Planning
Chartered Retirement Planning Counselor (CRPC®) 
Certified Trust and Fiduciary Advisor (CTFA) 

We provide Financial Peace of Mind.  You create Memorable Lifetime Experiences. 


Advisors at this Office


This Office

18911 Hardy Oak Blvd, Suite 226 San Antonio, TX 78258 Phone: +1 (512) 400-9211

Primary Office

18911 Hardy Oak Blvd, Suite 226 San Antonio, TX 78258 Phone: +1 (512) 400-9211