Helping Business Executives, Military Veterans, and Young Professionals Build Lasting Financial Security and Financial Peace of Mind. Independent. Fee-Only. Fiduciary. Lifetime Financial Planners is a fiercely Independent, Fee-Only, Fiduciary, Financial Planning, Investment Management, Tax Planning advisory firm. We guide Executives, Military Veterans, and Young Professionals through a proven 7-Step Financial Planning Process. Personalized Financial Planning for Every Stage of Life A Personalized Financial Plan should coordinate every aspect of your financial life, and not treat each decision independently. Depending on your needs, your customized financial plan may include: • Cash Flow & Spending Planning • Investment Management • Multi-Year Tax Planning Strategies • Retirement Income & Distribution Planning • Executive Compensation & Equity Compensation Planning • Social Security Optimization Strategies • Insurance & Risk Management Planning • Liquidity & Credit Planning • Education Planning • Charitable Giving Strategies • Estate, Legacy & Family Wealth Planning By integrating each of these areas into one comprehensive strategy, we help ensure that every financial decision supports your long-term goals. Executive Compensation Planning For many business executives, compensation extends far beyond base salary. Stock Awards, Deferred Compensation Plans, and Executive Benefit Programs can create tremendous opportunities, but they also create significant tax complexity and financial planning decisions. Lifetime Financial Planners helps clients develop coordinated strategies for: • Restricted Stock Units (RSU) • Stock Appreciation Rights (SAR) • Nonqualified Stock Options (NQSO) • Incentive Stock Options (ISO) • Employee Stock Purchase Plans (ESPP) • Deferred Compensation Plans (DCP) • Net Unrealized Appreciation (NUA) • Concentrated Company Stock Why work with a Fee-Only CERTIFIED FINANCIAL PLANNER® professional? Anyone can call themselves a Financial Advisor, but not everyone is held to the Fiduciary Standard of Care. Independent, Fee-Only, Financial Planners combine advanced training, fiduciary ethics, and complete transparency to help you make confident financial decisions during every stage of life. Professional Credentials: Master of Science (M.S.) Degree in Personal Financial Planning CERTIFIED FINANCIAL PLANNER® Professional Chartered Retirement Planning Counselor (CRPC®) Austin & San Antonio, TX Metro Area & Nationwide