A complete list of active advisors currently associated with Lifetime Financial Planning Solutions, LLC

Warmer can help you find a great advisor at Lifetime Financial Planning Solutions, LLC or one who fits your needs even better.

The firm provides fee-only financial planning alongside accounting, tax planning and tax preparation services for individuals, small businesses, nonprofits, estates and trusts. It delivers planning engagements on an hourly or flat-fee basis and does not sell investment or insurance products or accept referral fees. The firm does not manage client assets, participate in wrap-fee programs, or take custody or investment discretion; instead it produces written financial plans and recommendations tailored to each client’s needs. Its analysis combines fundamental and technical approaches and uses third‑party research and rating services, with plan reviews performed at the client’s request. Noteworthy features include that the principal holds CPA and CFP credentials and that public accounting and tax work comprise roughly 90% of the practice while financial planning represents a smaller portion. The practice also provides payroll tax preparation and accounting advisory services and uses hourly or project-based billing rather than percentage-of-assets fees, resulting in a very small, focused client roster.

To learn more about the advisors currently working at Lifetime Financial Planning Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.