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.
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.