Lifetime Financial Planning

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Financial Planning Consultants, Accounting Services, Financial Planners

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Today: 9:00 am - 6:00 pm

24 Years

in Business

(703) 779-0515Call Visit WebsiteVisit Website Map & DirectionsDirections208 S King St Ste 201Leesburg, VA 20175 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 6:00 pm

Places Near Leesburg with Financial Planning Consultants

Paeonian Springs (6 miles)
Hamilton (9 miles)
Waterford (9 miles)
Ashburn (10 miles)
Lincoln (11 miles)
Lucketts (12 miles)
Purcellville (13 miles)
Poolesville (13 miles)

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Email

Extra Phones

TollFree: (888) 567-8688

Payment method

amex, cash, check, debit, discover, master card, visa

AKA

Lifetime Financial Planning Inc

Lifetime Financial Planning LLC

Other Link

http://lifetimefp.net

Categories

Financial Planning Consultants, Accounting Services, Financial Planners, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (703) 779-0515

Address: 208 S King St Ste 201, Leesburg, VA 20175

Website: http://lifetimefp.net

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Lifetime Financial Planning

Tax Planning
Estate Taxes
Tax Services
Income Tax
Tax Return Preparation

Investment Management
By using the passive investing (index funds) approach, a portfolio that is periodically rebalanced, can be effectively maintained without incurring the additional cost of ongoing professional portfolio management. With this philosophy, Lifetime Financial Planning can review your portfolio on an "as-needed basis for an hourly fee". In most cases this fee will be considerably less than the annual fee charged by an investment manager, which is typically 1 to 2 percent of assets under management.
Mutual Funds
Based on a thorough understanding of the client's financial objectives, risk tolerance and investment time horizon; we help them build a diversified portfolio centered around the use of low cost and tax efficient stock index mutual funds.
Bonds

Accounting Services
Payroll Services

Financial Planning
Call us today at (703) 779-0515 or inquire to find out more about how a fee only financial planner at Lifetime Financial Planning can help you with your financial, tax and investment needs.
Retirement Planning
In a readers poll conducted by Leesburg Today, Dean was recognized as one of the best financial advisors in Loudoun County Virginia. and has been quoted frequently in the national media on investing, retirement planning, taxes, home financing, 401k plans, IRAs, and college 529 savings plans.
Long Term Care
Life, disability and long-term care insurance needs analysis to make sure you and your family are adequately protected
Asset Management
Replacing one major investment decision with many smaller ones does not make the final outcome any safer. Therefore, if you have the money now and you have the choice, it is best to pick an asset allocation that you are comfortable with—and live with it. If you don’t have the money now, invest it as soon as it is available without using an averaging strategy.
College Funding
Fee-only investment advice on mutual funds, bonds, college savings plans and IRAs to help you achieve your college, retirement and other goals

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