The Only Thing We Sell Is Unbiased Advice
Who We Are
Lifetime Financial Planning, Inc. is a fee-only financial, tax, and investment planning and advisory firm serving all of Northern Virginia, Frederick and Montgomery Counties in Maryland, and the Metropolitan DC area. Our mission is to help our clients solve their financial problems and reach their most important life goals by providing sound, straightforward, and unbiased fee-only financial planning and advice.
What Makes Us Unique
Lifetime Financial Planning is unique because we offer our services on an as-needed basis for an hourly fee, with no requirements as to income, net worth, or the amount of money you have to invest. As a fee-only firm, we are compensated only by the time required to evaluate a client's financial situation and provide specific recommendations. This ensures that our objectivity remains unwavering and unbiased. Unlike many other financial advisors, we do not sell proprietary investment or insurance products, which may cloud our objectivity.
How We Can Help
We help our clients in several ways:
- Hourly fee consultations to solve financial problems
- Financial plans with specific recommendations and detailed implementation instructions to help clients reach their life goals
- Fee-only investment advice on mutual funds, bonds, college savings plans, and IRAs to help clients achieve their college, retirement, and other goals
- Advice on 401k, 403b, 457, and TSP investments, employee stock options, and retirement plan rollovers to maximize employee benefits
- Plan setup and advice on one-person 401k plans for owner-only businesses
- Retirement planning to enable clients to retire comfortably at their desired retirement age
- Tax planning and income tax return preparation to increase net income
- Recommendations on college funding (including section 529 plans and education savings accounts)
- Fee-only advice on cash management and debt reduction for financial peace of mind
- Life, disability, and long-term care insurance needs analysis to ensure adequate protection for clients and their families
Why Do It Now
Procrastination is the greatest obstacle to success. Goals won't do you any good, and financial problems won't go away unless you take action. We can help by providing you with easily understood recommendations and specific instructions for implementing a plan, which will enable you to reach your goals and solve your financial problems.
Meeting with a Fee-Only Financial Planner, Investment Advisor, and CPA
To schedule a meeting with a fee-only financial planner, investment advisor, and CPA at Lifetime Financial Planning, please call us at (703) 779-0515 or visit our website to find out more about how we can help you with your financial, tax, and investment needs.
Testimonial
An account from Joe Rinaldis, a satisfied customer of Dean's, refers to them as trustworthy and honest. Joe has been doing business with Dean for several years, and throughout their interactions, Joe has experienced only positive outcomes. He strongly recommends Dean's services, praising their professionalism and commitment to integrity.
