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
CERTIFIED FINANCIAL PLANNER™ Professional
Chartered Retirement Planning Counselor (CRPC®)
Certified Trust and Fiduciary Advisor (CTFA)
We provide Financial Peace of Mind. You create Memorable Lifetime Experiences.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.